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)
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The uncertainties we face in retirement can erode our sense of confidence.
Knowing your options when a CD matures can help you make a sound investment decision.
Five phases to changing unhealthy behaviors.
It sounds simple, but paying yourself first can really pay off.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
There are things about Social Security that might surprise you.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A bucket plan can help you be better prepared for a comfortable retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Understanding the cycle of investing may help you avoid easy pitfalls.
Three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?