Welcome to Perry Planning Group

We welcome the opportunity to help you create and maintain a strong financial future for yourself, your family, and/or your company. Please e-mail us, call us directly, or contact us through our website to set up an initial strategic appointment.

Our Financial Services

Financial Planning

  • Analysis and Creation of Realistic Financial Goals
  • Budgeting and Cash Flow
  • Debt Structuring and Reduction
  • Retirement Savings
  • Retirement Income
  • Risk Management Analysis
  • Investment Savings Analysis
  • Estate Planning
  • Education Savings

Financial Planning offered through Representatives of Lincoln Financial Securities.

Investment Management

  • Creation of investment portfolios tailored to meet our client’s needs
  • Use of investment products to meet specific needs not currently in a client’s investment portfolio
  • Creation of income producing strategies to supplement retirement income
  • Diversification and ongoing management of existing client investment portfolios

Investment Management offered through Representatives of Lincoln Financial Securities.

Risk Management

  • Detailed analysis of the risks facing a family or a business
  • Determination of whether risks can be minimized, transferred, managed, or accepted
  • Planning to avoid or manage risks
  • Risk transfer to insurance companies through insurance including life, health, disability income, and long term care