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)
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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
An inside look at how marginal income tax brackets work.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Purchasing homeowners insurance is critical for protecting your home.
Military families face unique challenges, making personal finance even more critical.
A letter of instruction provides additional and more personal information regarding your estate.
Ascertaining the value of your business is important for a variety of reasons.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
Explaining the SECURE Act and how the changes affect your retirement strategy.
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Around the country, attitudes about retirement are shifting.