For Companies

Business owners are faced with a unique set of challenges, regardless of company size. The goal is simple – providing a meaningful benefit package to attract and retain employees, as well as minimizing personal tax burdens on their own income and retirement plans. This requires a keen understanding of the IRS code, in addition to adherence to Department of Labor rules and regulations. We strive to address the unique goals and needs of every business owner through a comprehensive array of services.

  • 401(k) Maximization Three Way Analysis
    • Costs and Fees Benchmarking
    • Current plan investment review
    • Fiduciary liability review
  • Tax Reduction and Minimization Planning
  • Defined Contribution Plan Analysis
  • Combination Plan options
  • Fully Insured Defined Benefit Plans
  • Death/Disability Ramification Study
  • Post-Retirement Health Plan
  • Supplemental Retirement Income Plan
  • Executive Bonus Plans
  • Succession and Financial Estate Planning
  • ESOP Exit Strategy
  • Estate Tax Minimization

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning strategies.

Meet Andy

Have you met Andy?

Andy has a wealth of experience in the financial services industry.

Andy Paladino is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Paladino Financial Group is not affiliated with USA Financial Securities.

Andrew J. Paladino, CPA, MSF is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ, CA, CO, CT, DC, DE, FL, KY, MA, MD, MI, MN, NC, NY, NM, OH, PA, TX, VA, WA and WV. For investment advisory services these states include: CA, DE, FL,MI, MD, OH, PA, VA, WA. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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