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    Here’s our story. We look forward to hearing yours.

    We help create sound retirement income strategies through insurance products for people in or nearing retirement so they can have confidence in their retirement income.

    Meet The Team

    Lee Perkins - President, Financial Planner

    Lee’s Family

    Lee and his wife Pam have lived in Macon their whole lives.  They have 2 children and stay busy with activities for each kid.  They spend much of their time at the ballpark playing baseball, softball, cheerleading and football.  They also like spending time on the pontoon boat at Lake Sinclair.  Lee also enjoys an occasional deep sea fishing trip with his good friend down in Mexico Beach, Florida.  Lee is a graduate of Georgia College in Milledgeville, where he majored in Business Management. 

    Experience

    Lee Perkins is a comprehensive financial planner with a focus on retirement planning, asset preservation and income planning. He got his start working as a broker at a large brokerage firm in Macon.  He has been helping families in middle Georgia and beyond successfully plan for retirement for many years.  Using an educational based approach to planning, Lee’s workshops and public speaking events are very popular.  His experience with pre-retirees and retirees has been very important for his select families.

    Income planning and proper positioning of assets is critical for almost every retiree.  With no retirement income, there is no retirement.  Lee works hard to develop plans and implement strategies that give his clients the best chance for a successful retirement.    

    Fiduciary Standard

    Lee offers “best advice” by taking into consideration the needs of each of his clients and doing what’s right…every time. No commission trading is what separates him from a typical broker operating on a suitability standard. 

    Independent, objective planning is crucial

    As an independent advisor, he does not have the pressure of any company pushing their products or services like many of his peers in the industry. 


    Institutional vs. Retail

    Once your retirement assets reach a certain level, you deserve the right to differentiate yourself from someone who is just starting out.  If you have outgrown retail investing, you deserve the VIP treatment that comes with institutional investing!  In today’s world, people now want to know where their money is.  Managed assets for our clients are held at Fidelity and TD Ameritrade, the world's two largest custodians.  Our clients rest comfortably knowing their assets are held by these leading companies. 

     

    Kaitlyn Oscar - Director of Marketing & Client Services

    Kaitlyn holds a Bachelor’s of Science degree in Education from Macon State College. She joined Lee’s team in 2014 after working as an assistant at a law firm. Kaitlyn's main focus is to get to know all of our clients and to enhance the client experience. She is the person that our families contact for any service needs on their accounts. She also coordinates our public workshops and marketing campaigns.

    Kaitlyn and her husband Richie recently bought their first home and are always working on some sort of DIY project. They also enjoy watching football and spending time outside with their dog Jayce.

    Tammy Minton - Director of Operations

    Tammy joined Lee's team in 2015 after working as a bookkeeper for several years.Tammy prepares and processes all new client paperwork to make sure all transfers are handled seamlessly. She handles licensing, contracting and oversees continuing education requirements for our firm. She also assists Lee with case design for prospective clients in addition to overseeing day to day operations of the office.

    Tammy enjoys spending time with her husband Chris and daughter Annie, her church family, cooking and reading.

    Pam Perkins - Office Manager

    They say that behind every successful man is a woman who keeps things together! Pam has that job in our office. She serves multiple roles in the office (and at home) to make sure Lee knows what’s going on at all times.


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@jlperkinswealth.com , or call us at 478-254-3550 today!

     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
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    *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.