Families
Families face a balancing act when it comes to setting and meeting long term
financial goals. The balancing act often involves retirement planning vs college
funding, plus the long term care of elderly parents.
Cathy Pareto and Associates helps you define your goals and create a plan that
can balance all of your families concerns. To do this we develop a financial
plan that often includes a review and recommendations on the following:
Guardianship Accounts and Settlements
Individuals who have suffered an injury or incapacity (whether from an accident
or malpractice) often face unique financial, medical and legal needs. Our asset
management and financial planning services include portfolio management
solutions for clients looking for investment income they need to face their
financial future and personal care. Guardianships are held in restricted
depository accounts, as required by state courts. Because we do not employ
structured settlements which are insurance based and rigid, our portfolio
solutions provide enough liquidity and flexibility to deal with the uncertainties
injury victims can face after a financial recovery.
Our Process
Cathy Pareto & Associates provides Financial Planning as a stand alone
service or in conjunction with ongoing investment management.
Prior to developing your financial plan we will meet with you to learn about your
goals and objectives. We will then request that you provide us with financial
information and other pertinent documents so we can begin your plan. You and
your Advisor will work closely together to ensure that we capture all your goals,
concerns and time tables.
Families face a balancing act when it comes to setting and meeting long term
financial goals. The balancing act often involves retirement planning vs college
funding, plus the long term care of elderly parents.
Cathy Pareto and Associates helps you define your goals and create a plan that
can balance all of your families concerns. To do this we develop a financial
plan that often includes a review and recommendations on the following:
- Budgeting
- Retirement Planning
- College Funding for Children
- Continuing Education Expenses
- Estate Planning
- Life Insurance Needs
- Disability Coverage
- Investments
- Other
Guardianship Accounts and Settlements
Individuals who have suffered an injury or incapacity (whether from an accident
or malpractice) often face unique financial, medical and legal needs. Our asset
management and financial planning services include portfolio management
solutions for clients looking for investment income they need to face their
financial future and personal care. Guardianships are held in restricted
depository accounts, as required by state courts. Because we do not employ
structured settlements which are insurance based and rigid, our portfolio
solutions provide enough liquidity and flexibility to deal with the uncertainties
injury victims can face after a financial recovery.
Our Process
Cathy Pareto & Associates provides Financial Planning as a stand alone
service or in conjunction with ongoing investment management.
Prior to developing your financial plan we will meet with you to learn about your
goals and objectives. We will then request that you provide us with financial
information and other pertinent documents so we can begin your plan. You and
your Advisor will work closely together to ensure that we capture all your goals,
concerns and time tables.
Let's Talk
We invite you to schedule a meeting with us for
a complimentary review of your financial
situation. Call us today at (305) 648-9814 or fill
out our contact form so we can call you.
We invite you to schedule a meeting with us for
a complimentary review of your financial
situation. Call us today at (305) 648-9814 or fill
out our contact form so we can call you.
| (c) 2011 Cathy Pareto & Associates, Inc. All rights reserved |
The right to download, store and/or output any material on this Web site is granted for viewing use only. Use or viewing of this site acknowledges that you have
read, understand and will abide by our terms of use, legal notices, and disclaimers.
read, understand and will abide by our terms of use, legal notices, and disclaimers.
| Investment Management and Financial Planning |
A More Personal Approach
Financial Planning is a lifelong process that
requires ongoing review. This is why it is so
important that we develop a trusting relationship
with you. As your financial partner we will provide
you with educational tools and will serve as your
sounding board to help you make more informed
financial decisions.
We want to be there for you every step of the way
to help you navigate the often complex life
changes that will affect your financial future.
Experience The Difference
When you work with Cathy Pareto and Associates
you will experience the difference it makes to have
a knowledgeable Advisor who is truly your
financial partner. We not only help you with your
investments, we help you stay on target so you
can live your life with peace of mind.
You May Be Interested In
Retirement Planning for Women
Financial Planning Services
Investment Management Services
Investment Philosophy
Planning for Non Traditional Families
Financial Planning is a lifelong process that
requires ongoing review. This is why it is so
important that we develop a trusting relationship
with you. As your financial partner we will provide
you with educational tools and will serve as your
sounding board to help you make more informed
financial decisions.
We want to be there for you every step of the way
to help you navigate the often complex life
changes that will affect your financial future.
Experience The Difference
When you work with Cathy Pareto and Associates
you will experience the difference it makes to have
a knowledgeable Advisor who is truly your
financial partner. We not only help you with your
investments, we help you stay on target so you
can live your life with peace of mind.
You May Be Interested In
Retirement Planning for Women
Financial Planning Services
Investment Management Services
Investment Philosophy
Planning for Non Traditional Families
 | |  | |  | |  | |  | |  | |  |
 |  |  |