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Welcome to Battaglini & Company, P.C. 

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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

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Contributing to an IRA?

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

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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.

Protecting Those Who Matter Most

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Bursting the Bubble

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

Jane Bond: Infiltrating the Market

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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