Our Services
SPECIALIZED OFFERINGS TAILORED TO YOUR UNIQUE NEEDS
Welcome to Paraclete Wealth Management, serving Newport News, Virginia and the surrounding areas. Our comprehensive range of services is designed to provide you with the guidance and support you need to secure your financial future.
Whether you’re looking to create a solid estate plan, protect your assets with tailored insurance solutions, optimize your investments, plan for a comfortable retirement, or navigate the complexities of tax planning, our team of experienced financial advisors is here to help.
Explore hand-selected products & services that are specifically designed to meet your unique needs, circumstances, and goals
Tax- Free Retirement Strategies
What gets us to retirement wont necessarily get us through retirement. We are currently at historically low tax rates and an astronomical national debt. Do you believe that tax rates will be higher or lower in the coming future? Have you considered how a rising tax rate environment may effect your tax-deferred assets and income in retirement? Our team specializes in optimizing your retirement distribution plan to be as tax efficient as possible.
Principal Protection Programs
It’s been recorded that the greatest fear among retirees is outliving their money. Among all the contributing risk factors to running our retirement savings dry, market volatility can pose a large threat. If the negative returns happen early in retirement, the damage can be even more substantial. There are however, effective strategies to achieve both safe and productive growth. Have you planned to buffer your hard earned savings against volatility?
Legacy & Long-Term Care Planning
Around 70% of Americans over the age of 65 will end up needing long term care. This can be one of the most critical things we can prepare for in retirement. There are many types of long term care tools available, yet not all are created equally. In addition to this, planning for an efficient transfer of wealth to heirs also requires precision planning. One of our professionals can assist you in deciding which strategy is right for your family.
Opportunities for Tax Professionals
We specialize in tax efficiency for retirement planning and collaborate with CPAs along with other tax professionals to provide a comprehensive approach to solving our clients’ lifelong tax savings puzzle. Working together, we can offer a clear vision for out clients benefit both now and in the future. Have your tax clients asked your opinion on where and how to plan financially? Find out how we can help you to better serve them and their families.
