Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.
We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today. We know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
One of our primary goals is to develop a long-term, trusting relationship with you. We look to pursue this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about Perennis Financial Planning and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
We provide strategies for the following financial planning concerns:
Retirement Income Planning IRAs Employer-Sponsored Plans: 401(k). 403(b) & 457 Deferred Compensation Plans Company Stock Options & Net Unrealized Appreciation Annuities (Fixed, Variable & Index) Strategies for Retirement Plan Distributions Saving for Retirement Planning for Income in Retirement Social Security & Medicare Planning | Investment Management: Investing Basics & Setting Goals Asset Allocation Review Creating & Managing your Investment Portfolio Portfolio Rebalancing Protecting Against Market Volatility Tax Loss Harvesting Taxable & Tax-Free Investing Stocks, Bonds, Fixed Accounts Mutual Funds & ETFs | Personal Finance Budgeting & Cash Reserves Establishing & Maintaining Credit History Mortgage Loan Review Tax Return Review Life Events (Divorce, Marriage, Job Severance, Etc.) Employee Benefit Review |
---|---|---|
Insurance Planning Estimating Life Insurance Needs Strategies for protecting families Life Insurance Considerations Long-Term Care Solutions Disability Income Plans | Estate Planning Reviewing and Planning of Wills & Trusts Evaluating Health Care Directives & Power of Attorney Planning for Incapacity Review Asset Titling Charitable Giving Estate Equalization & Tax Planning Family Wealth Creation and Transfer | College Planning 529 Plans Financial Aid Student Loans Repaying Student Loans |