Being an entrepreneur and running your own business is a full time job. You worry about growing your business, being more efficient, more profitable, more competitive, and at the same time you worry about providing your clients with the best services and products. This leaves very little time to think about your own personal finances and running these like you run your own business.

Shorter Savings Time Frame

Like many successful entrepreneurs you may have had to invest a lot of personal capital to establish and grow your business. This may have left you with a shorter time frame to build a retirement nest egg aside from the equity in your business. When doing a personal financial plan for you we take into account your business and help you maximize your retirement savings.

Establishing and Funding a Retirement Plan

Many small business owners either do not have a retirement plan at work or have a plan that is out of compliance. Unfortunately, for many entrepreneurs even if they have a plan in place they do not maximize their personal savings.

Cathy Pareto and Associates works with you in conjunction with a third party administrator (TPA) and CPA to help you remain compliant and take full advantage of retirement savings, and tax savings.

Our Business is Personal Financial Planning and Investment Management

As a successful business owner you understand your clients, the market, and you provide the best products and services. We do the same. Our business and our goal as advisors is to help you navigate financial decisions that may impact your personal financial security.  We rely on your, as a client, to keep us informed of changes in your financial circumstances, needs, and goals.  This requires timely input and collaboration between you and us.

While we do not provide business planning services, we focus on your personal finances and how your business can help you achieve your personal financial objectives.

Let us help you. Contact us today for a free no obligation initial consultation