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Introduction to Paraklete Financial, Inc.

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Paraklete Financial, Inc. Financial Planning for Your Clients Provided By An Independent Registered Investment Advisor
What are the services for which your clients are looking? ,[object Object],[object Object],[object Object]
Broker and Broker-dealer (BD) ,[object Object],[object Object],[object Object]
Broker and Broker-dealer (BD) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Broker and Broker-dealer (BD) ,[object Object],[object Object],[object Object]
Investment Advisors (IA) ,[object Object],[object Object],[object Object]
Investment Advisors (IA) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Investment Advisors (IA) ,[object Object],[object Object],[object Object]
Investment Advisors (IA) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners ,[object Object],[object Object],[object Object],[object Object]
Financial Planners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Planners ,[object Object],[object Object],[object Object],[object Object]
And then there is the Merrill Lynch exemption: ,[object Object],[object Object],[object Object]
So, what is Paraklete Financial? ,[object Object],[object Object],[object Object]
Paraklete does not: ,[object Object],[object Object],[object Object],[object Object],[object Object]
Paraklete does: ,[object Object],[object Object],[object Object]
Paraklete Financial Form ADV Susan M. Tillery, President/CEO ,[object Object],[object Object],[object Object],[object Object]
Paraklete Financial Form ADV Susan M. Tillery, President/CEO ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Paraklete Financial Form ADV Thomas N. Tillery, VP/CCO ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Paraklete Financial Form ADV Thomas N. Tillery, VP/CCO
Paraklete Financial Form ADV ,[object Object],[object Object],[object Object]
Paraklete Financial Form ADV ,[object Object],[object Object],[object Object],[object Object]
Paraklete Financial Form ADV ,[object Object],[object Object],[object Object],[object Object]
Paraklete Financial Form ADV ,[object Object],[object Object],[object Object],[object Object]
Value Propositions: Client ,[object Object],[object Object],[object Object],[object Object],[object Object]
Value Propositions: Client ,[object Object],[object Object]
Value Propositions: Client ,[object Object]
How may we be of service? Paraklete, your advocate in financial services sm

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