Broker Check

Perennial Pension & Wealth - Roseville, CA

Call Us: (212) 532-3615

 
MORE THAN AN INVESTMENT ADVISOR. LEADERSHIP. PRECISION. TRUST.

The Perennial Way 

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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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.

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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.

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Helpful Content

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

 

The Big Picture–Table 10 is a Hot Spot

What’s the hottest table in economy town? Need a hint? Check the Personal Income and Spending Report

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Home Ownership by the Numbers

Tips on home-buying for Millennials.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Is Your Financial House Haunted?

It’s nighttime, and you’re walking down a long, dark hallway with only a flashlight to guide you. Suddenly the light falls upon a horrifying sight — is it a creepy clown? Or a flesh-eating zombie? Oh no, it’s something far more ghastly.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

When Markets React

When markets shift, experienced investors stick to their strategy.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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