If you are an attorney, trust officer, CPA, investment and/or financial adviser your clients and your business will greatly benefit from working with Paraklete® Financial, Inc.
We design and implement your client’s integrated financial planning strategy. Our process gives your client all the advantages and benefits of a Family Office. You become a member of a team of independent professional advisers offering family office services.
We do not practice law or accountancy; we do not manage assets or charge a fee for assets under advisement; we do not sell products. We are a pure fee for service integrated financial planning firm and we are a tool you utilize to enrich your clients financial lives.
Paraklete® Financial, Inc. coordinates the activities of your client’s investment, legal, tax, and risk management advisers to develop an overall integrated planning strategy. As a result of a family office model our implementation rate is 100%.
How does this benefit you?
You are able to focus on your area of expertise and are therefore, better able to serve your client in a fiduciary capacity. This reduces your business risk while allowing you to offer your client an exclusive service. Your time per client decreases which allows you to work with additional clients increasing your bottom line. You are given the opportunity to work with a team of independent professionals, expanding your professional network and increasing your exposure to potentially new clients.
We focus on educating your clients in every aspect of their finances. We empower them with the knowledge to make informed choices regarding their individual financial situations. You will also be enriched by the financial education we provide. In fact, many who have worked on our family office teams have learned so much from our planning strategies they have changed their business model to include this type of planning.
We consider it a privilege to serve you and your clients. We recognize they are your clients; in fact we meet with any client you refer to us at your office. As the referring professional and as long as your client is in agreement, you may choose to be at any and all meetings and included on all correspondence, including email and phone calls.
We look forward to serving you. For more information contact us.
