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    Discover the many opportunities available to help secure your financial future through the use of insurance products.

    At JL Perkins Wealth Management, we offer you the following services:
    • Retirement Income Planning
    • Wealth Accumulation
    • Asset Protection
    • Annuities
    • Life Insurance
    • Tax Minimization Strategies
    • IRA Rollovers
    • 401(k) Rollovers
     
    In addition, we can refer you to professionals who provide the following services:
    • Trusts
    • Probate
    • Asset Protection
    • Charitable Giving
    • Estate Planning
    • Tax Planning
    • IRA Legacy Plannning

    Exclusive, Custom Planning Tools

    Before we can put a plan in place for you, we have a fiduciary obligation to figure out what's right for you. That means getting to know you personally, and assessing your tolerance for risk. This isn't your typical "conservative, moderate, aggressive" questionnaire. Our software works like a vision test: you begin with a real dollar amount and are challenged to consider different loss/gain scenarios, determining if the next one is better or worse than the last. This allows us to hone in on a specific risk number, not just a broad category like "moderate" or "conservative", and working with dollar amounts as opposed to percentages makes losses more real for investors.

    Click below to see a sample risk assessment report, or to request one of your own.

    See a Sample Risk Assessment









    To deliver custom-tailored retirement plans to our clients, we use the latest in planning technology. We also use the simplest software, meaning no 35-page reports to decipher. Our software paints your financial picture in one neat page that’s easy to understand. Click below to see a sample income plan. 

     

    Complimentary Guide
    "The Social Security Decisions”

    Learn the major retirement factors to consider in this free report, "The Social Security Decisions."
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    Your financial future is too important to leave to chance.
    We help create sound financial strategies for the days ahead.

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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.