Services & Solutions

Clients know that Acito & Paolini features a full-service team with experience and industry depth. The staff continually adds to their knowledge and skills and each is committed to providing our clients with outstanding service.
 
 
 
 
Personal Planning
 
Financial Analysis
· Retirement and college expense planning
· Organizing an integrated strategy to define and achieve financial goals
· 401(k) Rollover Strategies
 
Investment Products
· Mutual Funds
· IRA’s – Roth & Traditional
· Tax-Deferred Investments
· 529 College Savings Plans
· Fixed and Variable Annuities
 
Estate Planning
Working with your attorney / accountant , or ours, we help you establish a plan to achieve your goals. Careful consideration is given to estate taxes, gifts, trusts and investments.
· Estate Tax Calculation –
How will your estate be taxed?
· Proper Life Insurance Ownership
· Proper Trust Planning
· Ownership arrangement for major assets
· Estate Transfers / Splitting
· Gift Planning
 
 
 
Business Planning
 
Executive Compensation Plans 
Attracting, motivating and retaining key executives are of paramount importance in today’s competitive business environment.
· Salary Continuation Plans for the highly compensated
· Supplemental Executive Retirement Plans
· Deferred Compensation Plans, 412(i)
· Company sponsored financial analysis for key executives
 
Qualified Retirement Plans
· Traditional, ROTH, Simple & Solo 401(k) Plans
· 403(b) – Tax Sheltered Annuities
 
 Employee Benefit Programs
· Major Medical, HMO, PPO & HSA Plans
· Group & Voluntary Life and Disability Insurance
 
Business Continuity
Frequently, a business, which took years to build, presents more problems than solutions upon death or disability of a principal. To address these problems, the following planning solutions should be explored.
· Buy-Sell Agreement Funding
· Key Person Life Insurance
· Business Transfer Planning
· Disability Buy-Out Arrangements
· Inheritance & Estate Considerations
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck