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Stephen D. Dissette & Associates

235 Old Mill Road
Trail Creek, IN 46360

Phone:

(630)291-0904

E-mail:

Stephen D. Dissette
Investment Advisor Representative with Horter Investment Management, LLC

Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.  Thank you for your interest in obtaining information on securing your retirement. When you are retired or as you reach retirement age, planning for or maintaining your financial future poses a multitude of challenges. You may not be aware of all the available options to help maximize your retirement money. It is my goal to assist you

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

Sincerely,

Stephen D. Dissette

Investment Advisor Representative with Horter Investment Management, LLC
IAR

Click here to view and register for our upcoming seminars:

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck