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.
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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A few strategies that may help you prepare for the cost of higher education.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Military families face unique challenges, making personal finance even more critical.
An inside look at how marginal income tax brackets work.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?