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)
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Simple steps may help you foil hackers and protect your privacy.
Is your estate in order? This short quiz may help you assess your overall strategy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
It's important to make sure your retirement strategy anticipates health-care expenses.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
Why are 401(k) plans, annuities, and IRAs so popular?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.