email:  mike@kattollc.com                         phone: (248) 835-9112  or (941) 249-5099                         fax:(419) 858-4570                       23261 Lehigh AV. Port Charlotte, FL 33954
 

Investing

My approach to investing your money is to first determine whether or not you need a financial plan. If you need one, I will use the CFP financial planning process to build your financial plan in order to meet  your financial goals. Investing is the tool that I use to grow your savings over time in order to achieve your financial goals such as investing for retirement, college for your kids, vacation, buying a home, growing your mad money, etc. I will gage your risk tolerance and time horizon to determine the most suitable investments for you. There is no one single stock or investment product that works for everyone.  I use E*TRADE to manage my client's accounts. All of your accounts will be accessible to you and all of your information will be confidential. I also attend the Money Show annually to maintain the ongoing educational requirements for CFP certification and to gain insight into new financial products and services and to gage where the markets are heading. For the past ten years I have attended the Las Vegas and Orlando Money shows and have established a network of contacts with many financial professionals and firms in the industry. I publish a Newsletter to share my views on the economy and the stock market. See Newsletter link above.

 

I served as the equity committee Chairman for Excite@Home shareholders during the bankruptcy proceedings. I was an investor in ATHM and became an activist shareholder. I learned great investment lessons during the bubble years which motivated me to become a CERTIFIED FINANCIAL PLANNERTM .

 

Investment Calculator

 

Katto Financial LLC is a financial advisory firm registered in the states of Florida and Michigan. Mike Katto is a CERTIFIED FINANCIAL PLANNERTM and a Registered Investment Advisory Representative.

 
email:  mike@kattollc.com                         phone: (248) 835-9112    or (941) 249-5099                             fax:(419) 858-4570                       23261 Lehigh AV. Port Charlotte, FL 33954