While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
At Paladino Financial Group (PFG), clients often engage us to be their personal financial coach, streamlining the financial planning process and eliminating the need for multiple advisors. The resulting relationships are analogous to a professional sports team, with an owner, a coach and players.
You (the client) are the owner, employing a coach and players for your team. PFG acts as the coach. We help determine the financial game plan (strategy) that potentially makes the team more successful. We then help determine what players will be needed to carry out the strategy. The players are your attorneys, CPA, money managers, insurance carriers, and other advisors who will impact your financial affairs. They carry out the coach's directions. Like a good coach, we look at the whole field, determine with you the best strategies to help you reach your goals, and find the best players available to provide strong potential for success.
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Andy has a wealth of experience in the financial services industry.
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