Kattan Ferretti Financial L.P. is a full service Investment Management and Financial Planning firm. We are fiduciaries to our clients, focused solely on providing sound financial planning and wealth management services. We specialize in investment and financial advice for individuals, families, and businesses.

CUSTOMIZED SOLUTIONS

ASSET MANAGEMENT

  • Review current investments, risk tolerance, and goals
  • Create a customized portfolio
  • Continuously monitor and manage risk in real-time

LIFE PLANNING

  • Lifestyle review and income requirements
  • College planning and 529 plans
  • Risk review
  • Work based pension benefit assessment

PERSONAL PROTECTION

  • Family & personal planning
  • Life insurance
  • Long term care
  • Income protection
  • Home/Auto/Health

BUSINESS SUCCESSION PLANNING

  • Business needs review
  • Business valuation
  • Succession plan documents
  • Succession plan funding

BUSINESS SOLUTIONS

  • Retirement: 401K, IRA, Profit Sharing, 403(b)
  • Health Insurance
  • Business Insurance: General Liability, Workers Comp, Auto Property

You may need some of all of our services. It is important to understand your needs and work with you directly or with an outside expert to provide an unbiased solution.

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