Paratus Financial, INC.

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--> Home | Paratus Financial top of page Close Confidence in every season of life Since 2003, Paratus Financial has helped clients navigate complex financial decisions with clarity and care. Contact Us ABOUT US Paratus Financial is a comprehensive wealth management firm offering tailored services in income tax planning, investment strategy, risk management, estate and retirement planning, and business consulting. Read More Our Services Retirement/ Compensation Planning Financial Independence Evaluation Risk/Return Requirements Long Term Cash Flow Analysis Income Deferral/Acceleration IRA/SEP/KEOGH funding Pension Lump Sum Analysis Social Security Issues Stock Option Planning Risk Management Medical Coverage Life Insurance Sufficiency Life Insurance Policy Appropriateness Life Insurance Ownership Homeowners Requirements/Information Personal Excess Liability Policy Estate Planning Wills Ancillary Documents Beneficiary Designations Asset Ownership/Title Gifting Strategies Family Partnerships Education Funding Valuation Practices Entity Financial Planning Generation Skipping Allocation Income Tax Planning Marginal Tax Analysis IRS Resolution IRS/State Filings Resolutions Estimated Tax Payments Capital Gain Optimization Charitable Planning IRA Trust Distributions Business Planning Choice of Entity Capital Requirements Best Practices/Benchmarking Real Estate Management Sales/Use Tax Filings Investment Planning Quantification of Investment Objectives Statement of Investment Policy A

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