Perpetual Wealth has retirement planning clients in over 30 states nationwide and has the ability to work with clients in all 50 states. Some clients have a relatively simple financial and retirement picture but many of our clients have much more complicated financial lives and need a few more tools to protect and maximize their retirement.

We can help you develop and implement a personalized finance and retirement plan regardless of your current situation. We utilize a team of professionals in every area to seamlessly put together a proper plan that protects wealth, maximizes growth, minimizes tax exposure, and ultimately provides for a wonderful retirement and seamless estate planning.

We show people what we call “11 Pillars of Wealth” which consist of “7 Gears of Riches” and “4 Wealth Drains” that provide a complete financial, retirement, and legacy plan for all clients.

We utilize the top products and programs from top companies all over the country to give your clients every advantage in the financial marketplace. We have an “advanced case” unit ready to work on your complete plan.

This team of experts will explore your situation from several different areas and draw you out a step-by-step plan of action for your possibly complicated situation.

7 Gears of Riches:

1. Cash
2. Income
3. Investments
4. Guaranteed income
5. Long term care
6. Debt
7. Legacy

4 Wealth Drains:

1. Taxes
2. Interest and fees on bank loans of all types
3. Depreciation of large items (automobiles etc.)
4. Market losses

We look forward to helping you move forward in your financial, retirement, and estate plan regardless of your starting point.

Reach out to us today to schedule your no obligation first phone call.