Services

The mission of Alvini & Associates, P.A. is to benefit the public by designing the most suitable, long-term financial plan, tailored towards each individual’s needs and goals, through virtuous and objective advice.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Stocks and Bonds, Mutual Funds and ETFs, Custodial Investment Accounts, Brokerage Accounts, Managed Investment Accounts, Individual Retirement Accounts (IRAs), Government Securities, Variable Annuities

Financial Services

Financial Plans, Retirement Planning, Tax Planning, Employer Sponsored Retirement Plans, College Planning, Estate Planning

Insurance

Disability Income, Life Insurance, Long Term Care Insurance, Health Insurance, Business Insurance

Tax Planning & Compliance

Relocation Tax Issues, Individual Tax preparation and Planning, Business Start up, Consel and Corporate Taxes, Small Business Accounting Services, IRS and State Tax Audits, Income, Gift and Estate Tax Returns

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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The Cycle of Investing

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

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

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