Collaborative Approach
If your clients need an integrated financial planning strategy, we hope you will contact us.
Whether you are an investment adviser, attorney, trust officer, CPA, life insurance adviser, or property and casualty adviser, your clients will benefit by working with Paraklete® Financial, Inc.
Our client engagement is for a full year. We work with you and your client in building a team of independent professionals who offer their individual expertise to the planning strategy. Through the collaborative team of advisers, the client receives the benefits of a family office. We coordinate the strategy, design, implementation and communication process, achieving an implementation rate of 100 percent, which is a win for you and your client.
You no longer need to be concerned that you do not have the resources to offer all the services your client requires. We build a collaborative team of professionals known to be fair in their pricing structures, as well as knowledgeable and professional in their service and expertise.
Paraklete® Financial, Inc. is unique in that it designs financial planning strategies without selling products and without managing assets. Our primary focus for your clients is to empower them with knowledge to make informed choices regarding their individual financial situations.
If you would like to learn more please contact us