Cathy has over 20 years of experience helping individuals, families and business owners implement time-tested strategies and
innovative solutions to address their unique financial, risk, retirement and investment management needs.
|Catherine Gareri Heads Team Assisting Landmark Employees Navigate Upcoming Retirement Plan Changes|
WOONSOCKET - AspenCross Financial Group, a member of the John Hancock Financial Network, has formed a dedicated team of retirement income planning professionals, headed by Catherine Gareri, to assist Landmark employees with making decisions regarding their upcoming retirement plan changes.
They are offering extended hours, as well as Saturday appointments, through the end of March.
"Making informed decisions with your retirement plan distributions now can make the difference between having to pay taxes and penalties that are avoidable to falling short of retirement income goals in the future because all options are not considered." said Catherine Gareri, senior associate with AspenCross Financial Group.
Her professionalism, experience and dedication to her clients has been consistently recognized over her career, including qualifying many times for the financial service industry’s Million Dollar Round Table (MDRT) representing the top 5% of Financial Service Professionals worldwide. She has also ranked amongst the leading financial representative for AspenCross Financial Group, and the John Hancock Financial Network for many years.
With a focus on the areas of retirement income planning, asset protection and estate conservation, Cathy has helped numerous clients achieve their financial, retirement lifestyle, and legacy goals. In addition, she helps many of her clients simply organize their financial lives, allowing them to better manage their financial affairs and make more informed, meaningful financial decisions.
Cathy helps her clients with:
- Protecting their family in the event of an untimely death or disability
- Creating a predictable, sustainable lifetime income in retirement
- Fund their children's/grandchildren's college education
- Protecting income and assets against potential long-term care expenses
- Preserving their estate and legacy for future generations
- Investment – Retirement Portfolio Review
She understands each of her client’s specific needs, objectives and situation are different. As a result, she takes as much time as needed to sit down with her clients to get to know them personally, through a series of casual conversations aimed at thoroughly understanding their needs and/or concerns, before making any specific recommendations.
Cathy takes great pride in the enduring client relationships she builds through her commitment to providing friendly, professional, outstanding guidance and service.
Recognizing the importance of a well-balanced financial strategy, Cathy works in concert with her clients' legal and tax advisors to design flexible solutions that will adapt as their individual, family or business needs change.
Credentials & Professional Associations
- Life Underwriter Training Council Fellow Designation (LUTCF)
- FINRA Series 6 and 63 Securities Registrations
- Life, Accident & Health Insurance Licenses
Cathy and her husband Robert live in Uxbridge, MA.