Financial Planner Services

The Benefits of Adding a Financial Planning Practice

The Benefits

Additional revenue stream
Compliance with the Investment Adviser Act of 1940
Satisfaction and increased retention for employees with an aptitude and passion for financial planning
Enhanced communication with your clients
Minimal start up costs
Tax and/or audit practices are not interrupted
Integrated financial planning practitioner training program
Increased client retention as a result of a multidisciplinary approach
Enhanced collaboration with referral sources
Comprehensive compliance and technology support
Training to become a fee-for-service personal financial planner provided by Financial Planning Advocate, LLC

Preparation is key to safely navigating your future

Paraklete^® Financial, Inc. provides expertise in the following areas to individuals, businesses, not-for-profits, estates, and trusts.

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 receive a personal financial planning website with a document vault.

Our services are offered by individuals with the CPA/PFS designation.

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 receive a personal financial planning website with a document vault.

Our services are offered by individuals with the CPA/PFS designation.

Request Information

Becoming a client with us is easy. Fill out our information request form, and we will contact you shortly.

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