Our Philosophy
Retirement planning can seem overwhelming, with an overload of information and predictions from so-called experts flooding the media. At JL Perkins Wealth Management, we believe in cutting through this noise to deliver clear, straightforward advice. We don’t claim to predict stock market movements or push products. Instead, we focus on discipline and long-term strategies to get you closer to your goals.
We’re selective about our partnerships, acknowledging that we may not be the right fit for everyone. This transparency sets us apart in our industry. Our clients are hard-working individuals who have diligently saved for retirement. They aspire to a lifestyle supported by their savings without overpaying the IRS.
Our philosophy is simple: Help our clients navigate their financial journey with clarity and simplicity. We aim to ensure their money works for them as they transition into the next phase of their lives, paying only what's due in taxes and no more. We believe in creating order amidst chaos and providing perspective in a world of confusion.
Lee Perkins
President, Founder and Investment Advisor Representative
Born and raised in Macon, Georgia, Lee Perkins takes pride that he doesn’t do business the “Wall Street way.” His focus is on planning for his clients instead of the product-driven approach some others take.
Lee is a financial professional who can offer insurance and investment products and services. A believer that proper planning is crucial to a successful retirement, Lee has a passion for developing solid financial plans for his clients that prepare them for a long retirement. He is well-respected in the community and has established a reputation as a problem-solver who builds personal relationships with his clients. He also helps mentor other independent advisors to help them grow their businesses the right way.
Lee graduated from Georgia College in 1993. He lives in Macon with his wife, Pam, and their two children.