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245 Park Avenue Building |
Why do you suppose there is a certain level of anxiety and confusion that surfaces when its time to evaluate delicate issues such as your finances, business, investments, insurance or estate planning? It’s simple. You’re being asked to make rational financial decisions that are closely tied to highly charged emotional issues. Without sufficient guidance and support, this can be a daunting task often leading to indecision which inevitably results in a plan that never reaches completion.
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Lou in Action! |
My primary responsibility to you is to provide education. If I fulfill this responsibility, then you will be able to make sound and intelligent decisions based on a foundation of logic, not emotion. Planning objectives often remain unrealized for one basic reason: lack of clarity in regard to where you want to go and what you want to achieve. Without answering these types of questions, you may be implementing a plan that ultimately doesn’t reflect your true desires.
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Lou at his desk |
Many of Lou’s clients view him as a wealth coach who focuses first and foremost on what a client values before focusing on the value of what they own. The primary objective is to help clients make wise decisions surrounding their wealth. Mr. Cannataro employs a Values-Based Planning approach that ensures all the financial decisions are based on a client’s personal values. He uses a proprietary model that helps his clients first identify and express their values and goals. Through this process, he clarifies the risks and opportunities that are both present and in the future. Once this is established, he designs an effective plan to help minimize the risks and capture all potential opportunities. Lou can build or become the critical addition to your existing advisory team by establishing continuity and focusing the team on your established goals and objectives.
My clients choose to work with me because I build significant relationships based on integrity, loyalty and a true understanding of their situation. I strive to do what is in your best interest by finding out what it is that you truly care about. I can then provide solutions that address your greatest challenges and help capture new opportunities. Our team will be an ongoing resource in helping to educate, organize and help you execute solutions for now and in the future.
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