Paladino Financial Group - Andy Paladino

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Paladino Financial Group - Andy Paladino

http://www.paladinofinancialgroup.com Andy Paladino is the founder and owner of Paladino Financial Group. Andy is a presenter of various financial topics.

Paladino Financial Group (PFG) is a comprehensive financial advisory firm. We help a variety of individuals, families, business owners, executives, professional athletes and non-profit organization. We are committed to helping you improve your long-term financial potential. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering a level of personalized se

rvice and experience. As a financial advisor, Andy provides financial planning and implementation of financial plans. He is a registered representative and Investment Advisor Representative of USA Financial Securities. Andy is a Certified Public Accountant (CPA), and previously practiced in public accounting for 12 ½ years. His previous association with a public accounting firm and tax knowledge will allow him to consider tax efficient alternatives. Recognizing that economic forecasters may not always be accurate, Andy helps his clients understand possible future economic conditions and the potential effect on their financial plans. In addition, the impact that taxes have on financial plans is always considered and analyzed. While many investors will state that they have an investment strategy in place, an important question that follows is, “Do you have a tax strategy in place?”

Andy works very closely with clients to fully understand their many challenges, goals and dreams. His clients can have confidence in knowing that Andy stays informed regarding important financial planning and industry developments through his involvement with various financial industry organizations. He has also taught financial continuing education courses at area colleges and high schools. He is the host of a weekly local radio show, Your Financial Hour, heard on 105.7 FM, The Fan. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA). Andy also actively participates in several non-profit organizations, in activities at his children's school, and as a coach of local youth sports. He is currently Commissioner of Reisterstown Baseball and the middle school baseball coach at Park School. Additionally, Andy is involved and a coach in USA Hockey. Andy graduated Magna Cum Laude from Towson University with a BS in Business Administration, concentrating in Accounting and Finance. He then went on to obtain his Masters of Science in Finance (MSF) from Loyola College. He has completed the Harvard Institute training program at Harvard University, an in-depth program of portfolio theory. Andy and his wife, Debbi, have fun raising and staying active with their three children.

11/30/2023

HIT refers to healthcare costs, inflation, and taxes, three things you need to be sure you account for in your retirement planning.

With our guidance we can help you plan for future costs as a result of inflation, including rising healthcare costs and premiums.

Our Playbook Pro Method can help you plan out your retirement income, addressing HIT as well as other risks.

Give us a call today so we can plan for tomorrow.

📱 Phone: 410.252.7630
📱 Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

11/28/2023

At Paladino Financial Group, we empower our clients by giving them a personalized view of where they currently stand financially to help them plan for a bright future in retirement.

📱 Phone: 410.252.7630
📱 Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

11/24/2023

We believe in wisdom over advice. Wisdom is a two-way conversation that empowers you to understand the what, why, and how of your retirement picture.

When you feel listened to and understood, you will also feel empowered about the decisions you make for your future.

Give us a call today.

📱 Phone: 410.252.7630
📱 Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

11/23/2023

Wishing you a Happy Thanksgiving!

We hope it is filled with a warm meal and warmer memories.

11/20/2023

The Playbook Pro Method, empowers you to sprint toward your ideal retirement.

Let us help you navigate your financial path.

📱 Phone: 410.252.7630
📱 Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

11/16/2023

What if you could retire earlier than you planned, and pick up a new hobby, travel to new places, or spend more time with family?

At Paladino Financial Group, we help people understand their financial picture so they can make better decisions when it comes to managing their wealth.

We would love to help you plan for a brighter future, today.

Give us a call:
📱 Phone: 410.252.7630
📱 Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

11/14/2023

The first step to planning for a successful retirement is understanding what you have, what you want, and how to get there.

At Paladino Financial Group, we partner with individuals who want to realize their dreams in retirement.

Give us a call today:
📱 410.252.7630
📱 Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

11/11/2023

This Veterans Day we salute those who have served and proudly defended our nation.

Thank you for your service!

11/08/2023

Your retirement goals are as unique as you are. Do not settle for any financial journey that is not tailored to your specific needs and goals.

We utilize The Playbook Pro Method to create a big picture of your financial outlook to help you plan accordingly.

Or give us a call:
📱 410.252.7630
📱 Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

11/07/2023

When you understand what is truly important to you, you can carefully plan for a bright future that is all yours.

At Paladino Financial Group, we offer a comprehensive range of services including education planning, tax optimization, legacy planning, and more. Let us guide you in crafting a robust foundation for an independent and rewarding retirement.

📱 Phone: 410.252.7630
📱 Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

11/04/2023

As clocks fall back for Daylight Savings use your extra hour this November to schedule a free consultation with the Paladino Group....

At the Paladino Financial Group, we help our clients plan for a retirement that suits their needs, lifestyle, and financial outlook.

Call us today:

📱 410.252.7630
📱Toll-Free: 877.317.7630
🖥️ PlaybookPromethod.com

10/31/2023

Do not let planning for retirement give you a fright.

Take the scary out of your wealth management plans and trust Paladino Financial Group to help you plan for a future that is filled with treats and not tricks.

Happy Halloween!

Give us a call today.

📱 410.252.7630
📱 877.317.7630

10/29/2023

Why team up with us?

Because we are your trusted partner when it comes to long-term financial planning.

We stay up-to-date with the latest market trends and financial strategies, to help you benefit from the most informed and insightful advice.

Give us a call today and see how we can help lead you to your retirement dreams.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

10/27/2023

We believe in empowering our clients with financial knowledge. When you understand the pieces to your financial puzzle, you can make better long-term decisions.

Using The PlayBook Pro Method, we will help you understand where you are in order to help you strategize for where you want to be.

Want to learn more? Visit us online: https://www.paladinofinancialgroup.com/playbookpromethod.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

10/25/2023

It takes patience, planning, and the guidance of a wise manager to make it to the World Series.

When it comes to retirement, it is a lot of the same recipe.

Trust a seasoned manager with an eye for the long game. Trust Paladino Financial Group to help you plan for a retirement that knocks it out of the park.

Give us a call today.
📱410.252.7630
📱877.317.7630

10/23/2023

Much like a jigsaw puzzle, your financial picture is made up of several small pieces.

The PlayBook Pro Method takes all the pieces of your financial outlook and helps to align them towards a retirement picture that makes sense for you.

Want to learn more?
💻 http://playbookpromethod.com/

10/20/2023

Retirement planning is a lot like gearing up for the game-winning shot.

Let Paladino Financial Group be your MVP in securing a comfortable retirement. We are here to coach you through The PlayBook Pro Method and help you make sense of your financial game plan so you know where you are headed.

Give us a call today:
📱410.252.7630
📱877.317.7630

10/18/2023

Here at the Paladino Financial Group we use The PlayBook Pro Method to understand your financial forecast to help prepare you to weather any storm, and to hopefully lead you to a sunnier retirement.

Learn more:
💻 http://playbookpromethod.com/

10/16/2023

At Paladino Financial Group, we are your financial caddies, ensuring you always swing for the green.

We utilize The PlayBook Pro Method to identify your current financial picture in order to plan for your future.

Learn more here:
💻 http://playbookpromethod.com/

10/14/2023

Beyond seeking short-term gains, your retirement and future planning should focus on sustainable long-term growth.

If you are looking for financial stability, you need to start with a solid plan.

Call Paladino Financial Group and get started on a plan today.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

10/12/2023

When it comes to retirement planning and wealth management, expect confidence, clarity, and purpose.

That is what we strive for when you trust Paladino Financial Group to help you plan for your future.

If you have questions, we have answers.

Give us a call today:

📱 410.252.7630
📱 877.317.7630

10/10/2023

Winning any game involves careful planning and teamwork, and retirement is no different.

You need the PlayBook Pro Method. Our process helps you evaluate where you are now to help you plan for where you want to be.

Find more information here:
💻 http://playbookpromethod.com/

10/06/2023

There is no doubt that you have worked hard to get to where you are. We would love to help you continue on to where you want to be.

Trust Paladino Financial Group to help you plan for your future.

Give us a call today:
📱410.252.7630
📱877.317.7630

10/02/2023

Making the decision to partner with a financial company is a smart move, but not all partnerships are created equal.

At Paladino Financial Group, we take pride in offering a truly personalized experience that sets us apart from the rest.

Take the first step towards a brighter financial future and give us a call today.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

09/29/2023

Just like the pro golfers getting set to tee off in the Ryder Cup this weekend, you too can ace your retirement with the right partner and plan.

Paladino Financial Group can help you plan to make the most out of your retirement. Give us a call today to get started.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

09/27/2023

What sets us apart?

The PlayBook Pro Method.

Designed to continually adjust and monitor your critical life and financial events, The PlayBook Pro Method is set to sync with your life as it unfolds and as your needs change and evolve.

Equip yourself with the knowledge to take hold of your financial future. Give our financial planning professionals a call today.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

Learn more about the PlayBook Pro Method: https://www.paladinofinancialgroup.com/playbookpromethod.

09/18/2023

When it comes to meeting your longterm financial goals, you need the right tools and the right knowledge.

The PlayBook Pro Method is a proprietary process supported by 6 Pillars of Financial Planning that is designed to help you reach your longterm financial goals.

To learn more about The PlayBook Pro Method, visit us online [https://www.paladinofinancialgroup.com/playbookpromethod] or give us a call.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

http://www.paladinofinancialgroup.com

09/15/2023

At Paladino Financial Group, we are always on hand to guide you along your financial journey, helping you handle any obstacles along the way.

Our prompt and responsive support ensures you can always feel confident about your financial direction.

Give our team a call today.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

09/08/2023

National 401(k) Day is not just a date on the calendar; it is a reminder of the importance of taking control of your financial destiny.

Having a solid plan for your 401(k) is crucial to achieving your long-term financial goals. That is where Paladino Financial Group comes in. We partner with you to make a plan for your retirement and all the goals that come with it.

Give us a call today.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

09/06/2023

If you are looking to spend your post-retirement days perfecting your golf swing while also knowing your financial future has a plan, then you need The PlayBook Pro Method: https://www.paladinofinancialgroup.com/playbookpromethod.

Give us a call today and let us see how we can get to work for you.

📱Phone: 410.252.7630
📱Toll-Free: 877.317.7630

Address

1954 Greenspring Drive, Suite 500
Timonium, MD
21093

Website

http://www.paladinofinancialgroup.com/

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It is all about planning! Recreating your paycheck in retirement and understanding the risk involved. At Paladino Financial Group, we have developed a proprietary process to help set you up for the best possible financial outcome. The PlayBook Pro Method helps you understand your current financial outlook while planning for future success. Learn more here: 💻 http://playbookpromethod.com or give us a call today: 📱 410.252.7630 📱 877.317.7630 #PaladinoFinancialGroup #playbookpromethod #RetireWell #retirementplanning