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:
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.
Financial planning fees range from $500 - $5,000 depending on the
complexity of the plan. The hourly fee for financial planning is $250 an
hour with a minimum of two hours.
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
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.
Financial planning fees range from $500 - $5,000 depending on the
complexity of the plan. The hourly fee for financial planning is $250 an
hour with a minimum of two hours.
Let's Talk
We invite you to schedule a meeting with us
for a complimentary review of your financial
situation. Call us today at 305-728-7234 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 305-728-7234 or fill
out our contact form so we can call you.
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| 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
Investing in More Objective Advice.pdf
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
Investing in More Objective Advice.pdf
Planning for Non Traditional Families
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