Broker Check
Year-End Tax Planning The Cycle of Investing Events on Wall Street

Welcome to Battaglini & Company, P.C. 

Supercpa℠

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.

Helpful Content

Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

View all videos arrow