Our comprehensive approach allows us to look at your whole financial life in order to make the best recommendations possible. We seek to provide clients with a positive investment experience through the alignment of their life and risk tolerance with an academically-based investment strategy. An inheritance, whether expected or unexpected, sometimes carries with it thoughts and responsibilities regarding the assets that are inherited.
Divorce carries with it many issues that have financial implications, and at a time when many are strained by the emotional aspects of the event. The loss of a spouse can trigger many financial issues, which can be overwhelming for the survivor. Our goal is to help clients align their financial lives with what is most important to them.
Divorce carries with it many issues that have financial implications, and at a time when many are strained by the emotional aspects of the event. The loss of a spouse can trigger many financial issues, which can be overwhelming for the survivor. Our goal is to help clients align their financial lives with what is most important to them.
Services
Although we are a small firm, we believe that this is an advantage to our clients. The personal nature of Perennial Advisors Group allows us to give our clients the individual attention that is often overlooked by larger firms. The outcome is peace of mind when it comes to your investments and future plans.
A financial plan is an analysis of your current and future projected income, spending, assets, and debts/liabilities. Going through the process of putting a detailed plan together allows us to identify the strengths and weaknesses of your financial situation. Taking advantage of these opportunities and making changes is what could make the difference in you reaching your life goals.
When it comes to investing, everyone faces two major risks: market risk (the risk that the value of your investment will decrease due to the overall performance of the financial markets), and purchasing power risk (also known as inflation risk, or the chance that cash flows from an investment won't be worth as much in the future because of the rising costs of goods).
Financial planning is about a life plan, and that includes finding out what retirement looks like to you. Or maybe you are more interested in staying at your current job but cutting back hours, or starting a new business venture entirely. Our job is to help you assess where you are today and to make informed choices for the future.
Whether your child or grandchild is an infant, toddler, or teenager, you may be hoping to help them pay for their college education. We can help you identify how much you should be saving, where to save it, and how that money should be invested. We also look at strategies to maximize financial aid eligibility starting when the student is in high school.
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Dana Brown
Dec 26, 2018
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