Our highly specialized advisors are committed to maintaining a superior level of personal understanding within their field by remaining at the forefront of their ever evolving industry. Our independent team of specialists focus on: Financial Planning, Wealth and Risk Management, Retirement Planning, Wealth Transfer and Insurance Strategies.
Investments. Integrity. Service. Our investment philosophy includes a 3 pillar approach to success. We believe that providing excellent service with sound, objective and integrity driven investment and legacy planning strategies is the key to success.
Financial planning can be a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing and implementing financial strategies, and monitoring progress on a regular basis, the likelihood of working towards your goals is greatly increased.
Expertise You Need. Service You Deserve.
Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.
Like our name, Perennial, our team is committed to developing deep, longstanding relationships with our clients by delivering sound strategies for building, preserving and transferring wealth from generation to generation.
Confidence is earned through our ability to ascertain objectives on a case-by-case basis, serving in partnership with our clients to optimize their entire financial picture. We maintain a high standard of excellence through an emphasis of specialized knowledge and thoughtful innovation. We believe that through this disciplined process and insight, we can ultimately achieve success for our clients.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Don’t overlook the need for renter’s insurance if you rent your home.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.