Helping clients reach financial goals using investments that reflect their values.
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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A quick look at how federal income taxes work.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.