Fee-Only Financial Planning and Wealth Management
The purchase or sale of your home may very well represent the transfer of your single largest financial asset. It involves taxes, cash flow, budgeting, and your estate. It is important to understand how the purchase or sale of a home impacts your financial goals.
Caratel Financial Services, Inc. is a comprehensive, fee-only, financial planning and investment management firm that works with individuals, families and small businesses throughout Florida and Connecticut. We work to understand your present financial situation and develop an individualized plan to allow you to achieve your unique goals and objectives. We then work with you to implement and monitor that plan.
Caratel offers an initial consultation at no-charge. This meeting allows us to discuss your concerns and determine how Caratel can best assist you.
Further information is available at Caratel¿s web site (www.caratel.com). To schedule an initial consultation or for other questions you may contact Barry G. Katz, MBA, CFP, President of Caratel, at 954-746-0555 or send him an email at info@caratel.com. We encourage you to take this opportunity to learn more about Caratel and see the benefits of having direction with your finances.
