Paraklete Financial, Inc. ® provides expertise in the following areas to individuals, businesses, not for profits, estates and trusts.
Comprehensive Financial Planning
Strategies to include:
- Asset Allocation Modeling
- Asset Protection
- Business Succession Planning
- Buy/Sell Consulting Services
- Divorce 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
- Stewardship
- Stock Option Analysis and Planning
- Tax Planning
Our process develops an independent Family Office team to design and implement comprehensive financial planning strategies or standalone projects, depending on your client’s needs.
Client Websites
Two websites are created for each of our comprehensive planning clients:
- Document Storage Vault
- Comprehensive Financial Plan with “real time” current values
