About
Making & Meeting Goals
I start with a 15 minute in person or over the phone consultation with clients to know more about them, financial status and goals. Short term or long term. This how each client’s portfolio is set up. Legal services are also available upon request.
Building Strong Futures
I’m passionate about helping families meet their financial goals. Credit is a very important asset to have and to pass on generational wealth. My goal is
About Me
Since 1999, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy sailing, cooking, and playing with my 2 dogs.
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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to
save, budget, purchase a home, a new car, sign an apartment lease or new employment
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Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Perkins Financial Consultant
Hours
Open today | 09:00 am – 05:00 pm |
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: By appointment
Appointments available after 5pm.
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