As independent fiduciaries and Certified Financial Planners™, we provide clients with access to a full range of financial planning and guidance services. Paraiba can provide clear direction on every aspect of your financial life including investments, retirement planning, tax, cash flow, risk management and estate planning by working closely with you to develop a modular financial plan or provide ongoing financial planning services.

Paraiba can provide financial planning engagements and conduct a complete assessment of each client’s financial objectives and life goals before developing a comprehensive plan. The planning can include defining goals, designing a plan, assisting with implementing the plan and evaluating and adjusting the plan over time. We’ll adapt and reshape the plan depending on life changes, offering a holistic view and giving you informed, intelligent advice appropriate for your circumstances.