The Perret Financial Group

Helping clients reach financial goals using investments that reflect their values.

F. Paul Perret, AIF®

As President and founder of  Perret Financial I have been helping individuals and organizations meet financial goals since 1995. I have been specializing in Socially Responsible Investing (SRI), also known as Value Based Investing or Mission Based investing, since 2001. Although I do specialize in SRI I also work with clients across the full range of investment opportunities.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Happy Birthdays?

The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

Business Succession Planning

The loss of an owner can be devastating to a small business, but a company-owned life insurance policy could help reduce the financial consequences if such a loss were to occur.

Retirement Reality Check

You only get one chance to save for retirement, and if you arrive at retirement’s door without adequate resources, you may have limited options.

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