Investment Selections

We are able to work with plan sponsors of all different types. Oftentimes, the plan they currently have in place is satisfactory, and may just need a few minor adjustments. In some cases, we may choose to introduce alternative investment solutions for a plan sponsor to implement. The end goal is simple: make sure you are in compliance with all required regulatory procedures AND provide a workable and beneficial solution set for your participants.
 
In our eyes, an important element of any 401(k) plan is to provide a solution set for your participants that fits the following criteria:
  • Easy to understand (we understand that participant investment knowledge base can vary greatly)
  • Encourages participant participation
  • Cost effective
Most participants are not investment experts. We strive to reduce the uneasiness that a participant may feel when it comes to thinking about their 401(k).

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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