The Perennial Way
Our experienced professionals have helped many people just like you pursue their financial objectives.
Life Planning
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn More
Business Services
Our team approach offers a range of services to provide more benefits to our clients.
PERENNIAL PENSION & WEALTH - OUR MISSION
It is our firm's mission to deliver high-impact financial solutions to the families and businesses that we serve. Our number one priority is to provide customized, creative, solutions to both the common and unique issues and concerns our clients face. We have a deeply rooted passion to make a positive, long-lasting, financial difference in every relationship we have.
Contact UsHelpful Content
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
View all articles 
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.