Personal Financial Planning

Paraklete Financial, Inc. is your “Advocate in Financial Services.”®

We look forward to working with you in the design and implementation of your integrated personal financial planning strategy. Our process provides many of the advantages and benefits of a Family Office.

This process will:

  • Create your team of independent professionals

  • Design, coordinate and implement your financial planning strategy

At the end of the first year of your engagement, you will have a fully implemented personal financial plan utiizing up-to-date-strategies and time-tested solutions. You will be empowered to make decisions that achieve your goals. Your plan will be implemented through a collaborative team of independent and professional advisers who have demonstrated excellence and adhere to ethical and fiduciary values. If you choose to continue working with us in subsequent years, we will update and monitor your finanial plan and continue to provide advice and counsel in your pursuit or conituation of financial independence. If you have chosen to utilize our virtual family office solution, your entity structure will be complete and implemented in the first year of engagement. In subsequent years we will work together to manage your family office and assist you by adding an admistrative overlay.

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
  • Multi-Family Office Services
  • Investment Planning
  • Life Insurance
  • 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.

You are leaving our site. Proceed to FPAdvocate.com