Welcome to Battaglini & Company, P.C.
At Battaglini & Company, P.C., we believe in service beyond expectation, attained through a constant desire to anticipate and fulfill the evolving needs of our clients in the nine areas of Wealth Management. Through expert guidance, we improve the lives of our clients by helping them achieve financial goals and preserve their wealth. We are dedicated to pushing the limits of excellence; we strive in providing the most comprehensive Wealth Management and Tax Advisory services to determine the best solution to our client's financial needs & concerns.
Because no two clients are the same, Battaglini & Company client relationships are built on personal attention, integrity, and trust. By developing committed relationships with our clients, we are able to deliver expert guidance that is highly tailored to our client's individual needs and financial situation, backed by complete objectivity. Together, we evaluate and plan for family protection and long term wealth using strategies and services offered by leading insurance and investment and financial institution.
Our affiliation with LPL Financial provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of low cost, highly competitive, non-proprietary financial alternatives, securities and services.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Lifestyle considerations in creating your retirement portfolio.
There are four very good reasons to start investing. Do you know what they are?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Your credit score may influence how much you pay for auto and home insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.