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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
View all articles 
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
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.
View all presentations
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.