Professional, Accurate and Timely Paraplanning
Give yourself time and freedom by outsourcing a CFP® with 19 years experience.
Intriq, LLC provides professional paraplanning services, helping you manage all the intricate details of a fee only financial planning practice at an affordable price. You will receive professional work in a timely manner and help with handling the details.
Behind the scenes help for your practice, as much or as little as you need.
Greater Minneapolis, St. Paul area
How I can help..
Income Tax Projections
I have conducted income tax projections throughout my career and am most fond of Holistiplan software, especially as it relates to Roth IRA conversion analysis. My membership with Kitces.com helps me stay on top of current changes to tax law as it affects financial planning topics.
I welcome special project work which can vary from a basic one-time administrative project to something more related to planning such as creating a spreadsheet of clients who need an estate plan review. Some special projects I’ve completed include detailed cash flow analysis, researching NQ annuity withdrawal strategies, and updating coming year retainer agreements.