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)
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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
It's important to understand how inflation is reported and how it can affect investments.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
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.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
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.
When do you need a will? The answer is easy: right now.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Learn how to harness the power of compound interest for your investments.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?