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

Retirement Planning

Saving for retirement is more important than ever. With many companies moving away from defined benefit pans to defined contribution plans and with the projected social security funds running out in the future, retirement planning should be your primary financial planning concern. The process that I use for planning your retirement consists of an analysis of your overall finances using the certified financial planning process. I will evaluate your unique situation and build a plan for your retirement by helping you budget your expenses and savings to determine how much money to set aside for your retirement. I can also help you manage investing your assets for retirement.

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