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    Use the dropdown menu on this tab to access client login portals for Fidelity and TD Ameritrade (FTJ FundChoice) accounts. If this is your first time logging in, see the links below for helpful instructions on setting up your accounts. Click here to email Kaitlyn for help if you have lost your account number(s) or password(s).

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    How To Read My Monthly Statement- TD Ameritrade


    August 2018 Wealth Report

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    Understanding Market Corrections

    February 2018 Wealth Report

    December 2017 Wealth Report

    Strategist Commentary

    AE Wealth Management

    Q2 2018

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    Global Financial Private Capital
    Q4 Quarterly Update
    Efficient Market Advisors

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    Main Management

    Q3 2017

    Ocean Park
    Q3 2017




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    "The Social Security Decisions”

    Learn the major retirement factors to consider in this free report, "The Social Security Decisions."
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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    *The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products customized to suit their needs and objectives. Investment advisory services are offered by JL Perkins Wealth Management, a registered investment advisor and insurance agency. We do not provide tax, legal or estate planning advice. We encourage our clients to seek qualified attorneys or tax advisors for their particular situation.