For Individuals

Service. It’s what differentiates us from the group down the street. The confidence that our clients place in us is something we take very seriously. We consider it a privilege to provide a broad range of services to meet our clients varying needs. We understand that your goals and dreams cannot be reached with a cookie-cutter approach. Our services are uniquely tailored to address your specific concerns.

  • Independent, Objective Portfolio Analysis
  • Asset Allocation Review
  • Estate Tax Reduction and Financial Legacy Review
  • Beneficiary Review
  • Asset-Cycle Portfolio System® Retirement Income Roadmap
  • Income Tax Reduction Analysis
  • Social Security Maximization Analysis
  • Pension Maximization Analysis
  • Income Replacement Needs Assessment
  • Multi-Generational Qualified Disbursement Review
  • Roth IRA Conversion Report and Analysis
  • In-Force Life Insurance Audit
  • Long Term Care Cost Benefit Analysis

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, MN, NC, NY, NM, OH, PA, SD, TX, VA, WA and WV. For investment advisory services these states include: CA, DE, FL, 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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