Paraklete® Financial, Inc. provides expertise in the following areas to individuals, businesses, not for profits, estates and trusts.
Integrated Financial Planning Strategies:
- Asset Protection
- Business Succession Planning
- Buy/Sell Consulting Services
- Charitable Planning
- Divorce Planning
- Education Planning
- Employee Benefit Planning
- Estate Planning
- Family Office Services
- Investment Planning
- Life Insurance Analysis
- Qualified Plan Design
- Retirement Planning
- Risk Management
- Roth IRA Conversion Analysis
- Special Needs Planning
- Stewardship
- Stock Option Analysis and Planning
- Tax Planning
We design and implement integrated financial planning strategies. The process is managed through a “Family Office” overlay involving all of the client’s advisers. Each of our clients receives a personal financial planning website and document vault.