29 Bancroft Mills Road
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Alvini & Associates, P.A. was founded upon the principles of integrity, objectivity, impartiality, and trust. Michael Alvini felt that it was important to offer fee based financial planning* to the public in order to differentiate himself from the mass quantity of life insurance and other commission driven salespeople holding themselves out to the general public as financial planners.
As fee based financial planners, our representatives believe that they are able to offer the objective and impartial advice to their clients that many of the commission based salespeople cannot. The typical client will be taken through the financial planning process which involves an initial consultation, data gathering, plan design, implementation, and quarterly plan monitoring services. The strategy presented to the client will be based on the client’s needs, goals, risk tolerance, and time horizon, and will not be designed around selling any particular product to the client.
Alvini & Associates, P.A. also has the ability to assist businesses in the implementation of employee benefit programs including health, life, disability, long term care insurance and retirement plan (such as 401(k), SEP, Simple IRA).
In addition, Alvini & Associates, P.A. has the ability to provide tax compliance, tax consulting, and accounting services truly making us our clients’ “one stop shop” for financial and tax services.