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.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Even if you’re young and single, you should still consider protecting yourself.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.