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.
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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
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Your Financial Family Tree
What lessons can you learn from your family members, and what can they learn from you?
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
12 Days of Saving Tips
Having a set of savings tips to refer to can help make your short-term and long-term financial outlook merry and bright.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Why It Pays to Eat Healthy
For many Americans, eating “healthy” has become a priority, whether for weight loss, disease control or prevention, or just doing right by your body.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What is Life Insurance? Part 1
What is Life Insurance? Part 1
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Video: A Time to be Thankful
This Thanksgiving, replace internal fears with external gratitude.