Completion of the questionnaire allows us to determine the likelihood of Caratel’s services meeting your needs. Upon receipt of the questionnaire we will contact you – typically within 3 business days. If appropriate we will then schedule a day and time for your no cost initial consultation.
Reserve approximately 20 minutes to fill out the form; results of partially completed forms cannot be saved.
We are ready to begin your financial plan but understand that you may still have a question or two. Complete the information below and we’ll get right back to you.
Caratel Financial Services, Inc. is a Registered Investment Advisor in Florida, Connecticut and Texas. This site is designed for educational purposes only. The information contained herein is not an offering of specific investment advice.
CFP®, CERTIFIED FINANCIAL PLANNER™ 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.
Neither Caratel nor its employees are attorneys, licensed insurance agents or accountants. We do not offer legal services, sell insurance policies, or prepare tax returns. We have relationships with qualified professionals in these areas if desired. We review estate documents and insurance policies from a “practical” perspective to ensure they work in concert with other portions of a financial plan. All clients are strongly encouraged to work with qualified legal counsel and licensed insurance agents as desired.