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Paolini Advisors, LLC

20 Trading Post Way, Suite 200
Medford Lakes, NJ 08055

(609) 654-7530

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Paolini Advisors Team

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 LPL Financial, Paolini Advisors, LLC can also provide investment management. Our advice spans the broad range of financial issues you should address:

  • Portfolio policy, construction, and re-balancing
  • Retirement fund accumulation and withdrawal
  • Tax minimization
  • Funding college and other major expenses
  • Estate planning and trust management* 
  • Life insurance

*Paolini Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.


A Process For Managing Your Wealth

A Disciplined Approach To Guide Your Way

As a client of Paolini Advisors, LLC, our financial professionals will guide you
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) 

1.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Best-Performing Asset Classes

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Breaking Down the Parts of Medicare

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

A Living Trust Primer

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Will Power

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Inflation & Your Money

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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