Hillgen-Santa Financial Group, LLC

Welcome to the Hillgen-Santa Financial Group, LLC web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your financial situation and work with a professional advisory firm like the Hillgen-Santa Financial Group, LLC. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, wealth preservation, and life insurance. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

As financial professionals, we can:

  • Help you clarify and define your personal and business goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier for you personally, your family, and for corporate clients their business goals and employee needs

We’re here to help educate you about the concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of  finances.

If you have any questions or want to schedule a meeting to discuss your specific questions, you can call us at (203) 380-1118 or simply click on "Contact Us" and we will be happy to assist you. 

 

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

More Newsletters →