Perret Financial

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?

More Calculators →

Newsletters

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

More Newsletters →