• Request a complimentary meeting today with Lee Perkins to discuss your financial future and the possible role of insurance in your financial strategy!
    Call Us Call Us

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

    As an independent advisor, Lee has access to some of the top money managers in the industry. 

    * Vanguard
    * Fidelity Institutional
    * TD Ameritrade Institutional
    * iShares
    * Litman Gregory
    * Blackrock
    * Franklin Templeton
    * Wilshire
    * Pimco
    * SPDR
    * Efficient Market Advisors
    * Main Management
    * TOEWS
    * Dimensional Fund Advisors
    * Global Private Capital- Forbes Top 50

    Complimentary Guide
    "The Social Security Decisions”

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

    CUSTOM FIT SOLUTIONS

    PERSONAL SERVICES

    unique financial approach
    NEA
    *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.