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)
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Knowing your options when a CD matures can help you make a sound investment decision.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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An inside look at how marginal income tax brackets work.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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
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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.