Paolini Advisors, LLC Welcomes You!
At Paolini Advisors, your goals are the driving force behind the financial guidance we offer. As an independent financial services firm, we select the products and strategies that are right for you. As investment advisor representatives with FSC Securities Corporation, Paolini Advisors, LLC can also provide investment management with a tax-oriented strategy since our organization frequently consults with Paolini & Scout, CPAs. Our advice spans the broad range of financial issues you should address:
- Portfolio policy, construction, and rebalancing
- Retirement fund accumulation and withdrawal
- Tax minimization
- Funding college and other major expenses
- Estate planning and trust management
- Life insurance
A Process For Managing Your Wealth
A Disciplined Approach To Guide Your Way
As a client of Paolini Advisors, LLC, you will be guided through a disciplined discovery and planning process, which includes:
Your Personal Financial Inventory: We will evaluate your entire financial situation, taking a complete inventory of your current assets and liabilities, determining your tolerance for risk and investment time horizon, and identifying your current and long-term goals, including retirement.
A Personal Roadmap: We develop your financial plan by integrating all of your assets and then incorporating risk management and tax strategies into an overall long-term investment strategy.
A Diversified Portfolio: The portfolio that we build for you will be designed using both in-house and external research. It will be diversified across a variety of market sectors and a broad spectrum of investment products that may include stocks, bonds, mutual funds, real estate, and annuities.(1)
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A change in your mindset during retirement may drive changes to your portfolio.
Understanding how capital gains are taxed may help you refine your investment strategies.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
It's important to understand the pros and cons when considering a prepaid debit card.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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