• Request a complimentary meeting today with Lee Perkins to discuss your financial future and the possible role of insurance in your financial strategy!
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    It can be difficult to make financial decisions without access to information.

    We’re committed to helping you make informed decisions about your financial future.

    Company Lunch & Learn Program

    It can be hard for someone who's still working to find the time and information they need to properly plan for their upcoming retirement. There are so many resources out there- some reliable, some not- and we want to be your #1 go-to resource. To ensure that you and your coworkers have access to the resources you need, we would like to invite your office to a lunch workshop with Lee!
     
    We offer a fully-organized event at no charge to you or your office:

    All you have to do is attend! Call us today at 478-254-3550 or email to schedule a Lunch & Learn for your office!



    Financial Planning Workshops


    Join us for an educational event where you will learn the answers to your most pressing retirement questions in Lee's relevant, custom-designed workshops.

    Whether you are planning for retirement or already retired, a second opinion from Lee may uncover opportunities that could put you in a better financial position. Events like these fill quickly with limited space, so call our office today at 478-254-3550 for a reservation.

    Please note that our workshops are reserved for pre-retirees and retirees only, typically age 55+. First-time attendees only. Also, we do not provide specific legal or tax advice, nor promote, market, or recommend any tax plan or arrangement.

    In the Community

    We love Macon, so we jump at any opportunity to get out in the city and get involved for a good cause. We have partnered with Jay's Hope and the Macon Miracle League to do our part in helping kids in the community, which is something we love and enjoy. To learn more about these organizations, please visit their websites below. 
    Jay's Hope 

    Macon Miracle League
     

     

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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.