| Investment Management and Financial Planning |
Planning for Physicians
Physicians, because of their high incomes and high visibility, are often easy
targets for bad advice. When hiring an advisor, a considerable amount of
thought and research should be dedicated to the process. After all, it’s only
your money.
As scientific professionals, you are trained to develop rational strategies in
diagnosing or treating patients. The same practice should be executed with
your money.
Successful portfolios are based on research and reasonable expectations,
not intuition. When it comes to the successful navigation of their own
financial health, doctors do not apply the same logic or expect the same
level of sophistication from their advisors. Choosing the wrong advisor can
be detrimental to your hard earned wealth.
Questions to Ask Your Money Manager:
Financial planning includes the setting of goals and objectives, a detailed
assessment of your current situation, the development of specific
strategies designed to help you achieve your stated goals, and the
presentation of a written plan. Cathy Pareto and Associates is a fee-only
advisor, we do not sell products. Our team of advisors will work with you
and your family to develop your unique list of short term and long term
goals, and will develop specific recommendations in the following areas,
as requested.
More and more professionals are using the services of fee-only
independent advisors to help them with their personal financial plans and
investments. The reason for this trend is simple, with a fiduciary, fee-only
advisor you have a dedicated and unbiased professional that not only has
your best interest at heart, but also adheres to the highest standards of
ethics within an industry plagued by frauds and glorified salespeople.
Check out our Code of Ethics.
Physicians, because of their high incomes and high visibility, are often easy
targets for bad advice. When hiring an advisor, a considerable amount of
thought and research should be dedicated to the process. After all, it’s only
your money.
As scientific professionals, you are trained to develop rational strategies in
diagnosing or treating patients. The same practice should be executed with
your money.
Successful portfolios are based on research and reasonable expectations,
not intuition. When it comes to the successful navigation of their own
financial health, doctors do not apply the same logic or expect the same
level of sophistication from their advisors. Choosing the wrong advisor can
be detrimental to your hard earned wealth.
Questions to Ask Your Money Manager:
- How are you paid?
- Are your recommendations in any way influenced by compensation?
- Do you have a clean regulatory record?
- What are your credentials?
- How much experience do you have?
- How much authority will you exert over my accounts?
- Do you coordinate with my other professionals?
- Do you integrate all facets of financial planning, asset protection and
wealth transfer planning into your practice?
Financial planning includes the setting of goals and objectives, a detailed
assessment of your current situation, the development of specific
strategies designed to help you achieve your stated goals, and the
presentation of a written plan. Cathy Pareto and Associates is a fee-only
advisor, we do not sell products. Our team of advisors will work with you
and your family to develop your unique list of short term and long term
goals, and will develop specific recommendations in the following areas,
as requested.
- Cash Flow/Budget Analysis
- Debt Management
- Investment Analysis and Portfolio Management
- Retirement Planning
- Risk Management/Asset Protection
- Education Planning
- Estate and Wealth Transfer Planning
More and more professionals are using the services of fee-only
independent advisors to help them with their personal financial plans and
investments. The reason for this trend is simple, with a fiduciary, fee-only
advisor you have a dedicated and unbiased professional that not only has
your best interest at heart, but also adheres to the highest standards of
ethics within an industry plagued by frauds and glorified salespeople.
Check out our Code of Ethics.
Articles of Interest 7 Good Reasons to Fire Your Advisor Stockbrokers, Fee Only Advisors, Fee Based Advisors: What's the Difference? You May Also be Interested in Services for Individual Investors Services for Small Business Owners Retirement Planning Investment Management Services for Families Investing in More Objective Advice.pdf In The Media Cathy Pareto is widely quoted by the media and has provided investment and personal finance quotes for publications and television shows such as The Wall Street Journal, Business Week, The New York Times, FOX Business, PBS, CNBC, Bloomberg, Jean Chatzy's blog and More Magazine articles, The Miami Herald, The Daily Business Review, Forbes, Investopedia, WLRN, Accountant's World, Florida Medical Business, Divorce360 and many more. Check out our media room here. |
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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.
Cathy Pareto And Associates has beenhonored by Worth Magazine to be included in its annual list of top 250 Wealth Advisors in the US. October 2008 Edition. |
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