Get More than Just Investment Management
We believe you can achieve a more secure financial future by having a complete view of your finances, and by having a clear strategy to help you attain your goals. This is the reason why we begin every client engagement with a personalized financial plan that includes more than just investment recommendations. After all, your investments are just a piece of your overall financial picture.
Cathy Pareto and Associates is a fee-only financial planning and investment management firm dedicated to helping clients achieve financial security. Our services include wealth management, retirement planning, asset management and more.
We work with clients going through different stages of their lives including:
- Working Towards Retirement
- Approaching Retirement
- Retiring or Already Retired
- Going through a Divorce
- Planning After the Loss of a Spouse
Read more about planning for life’s stages
Be More Than Just Another Account
The single biggest complaint investors have about their current relationship with their Financial Advisor is that they feel like a number. They seldom get the personalized service or advice they deserve.
When you work with Cathy Pareto and Associates you will experience the difference it makes to have a well-rounded, knowledgeable, objective and experienced financial advisor on your side that truly understands you and cares about helping you meet your goals.
We bring the human aspect back into financial planning and investing.
Your Personal Financial Helpline
We do more than just create financial plans or invest your assets; we help you make better financial decisions. When you have questions related to insurance needs, buying versus leasing, saving, buying a home, investing, retirement or other, you can call us. We serve as your sounding board to help you make informed decisions that will impact your financial future. That’s what makes our Advisors different. It’s like having your own personal financial help-line.
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.
Cathy Pareto and Associates is based in Coral Gables, FL, but we serve clients around the country and around the world.
Contact us today for a free initial consultation