The sooner you begin the Financial Plannng Process, the sooner you will begin to see the benefits.

Caratel Financial Services, Inc. is a Comprehensive, Fee-Only Financial Planning and Wealth Management firm offering Personalized, Integrated financial answers in a relationship-based environment..

We invite you to come and learn more about Caratel within these pages.

What is Fee-Only Financial Planning?   What We Do   About Us   How We Charge   Before the First Meeting   New and Notes  (Caratel's quarterly newsletter) Click here to go directly to the latest issue (PDF file)   Community Involvement   Client Access

Are you associated with a group or organization that would like to learn more about some aspect of financial planning.  Caratel offers no-cost presentations to not-for-profit groups.  These presentations are purely educational in scope and can be designed to meet the interests and abilities of those in the audience.  Send Caratel an e-mail (see below) to discuss topics and available times.

Contact Information

Your questions, comments, thoughts, concerns and musings are welcome.

Electronic mail

info@caratel.com

Caratel Financial Services, Inc. is a Registered Investment Advisor in Florida and Connecticut.
This site is designed for educational purposes only. The information contained herein is not an offering of specific investment advice.

CFP^TM, CERTIFIED FINANCIAL PLANNER^TM, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

"Fee-Only" and the "FO" logo are federally registered services marks of the National Association of Personal Financial Advisors.

All pages and original content Copyright 1991-2006 Caratel Financial Services, Inc.