Broker Check

Perennial Financial Services, LLC

(310) 445-2504
info@perennialfinancialservices.com

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.

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 the following four pillars that serve as the basis of total wealth management: 

Financial Planning - A process of reviewing ones entire financial picture and constructing a plan to reach ones financial goals. By setting financial goals, developing and implementing financial strategies, and monitoring progress on a regular basis, the likelihood of achieving those results is greatly increased. 

Wealth and Risk Management - We utilize open architecture fee-based investments to create a customized investment strategy for each client. Our implementation of each client?s strategy is designed around their age, financial goals, risk tolerance, and investment time horizon. 

Retirement Planning - We specialize in customized retirement solutions for corporations, business owners, entertainers and athletes. Striving to maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs. 

Wealth Transfer and Insurance Strategies - We begin by constructing a comprehensive wealth preservation and transfer strategy for each client. This strategy typically includes guidance in many financial areas of life including retirement, college planning, alternative insurance strategies, tax planning, as well as estate planning. 

Like our name, Perennial, our focus is on long lasting, time tested total wealth management strategies, dedicated to finding a personalized approach for families and businesses with unique financial and wealth management circumstances. We believe that providing objective, unbiased, nonproprietary investments and legacy planning strategies is the key to success. 

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.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2014 FMG Suite

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

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