Ronald L. Perkins, CLU
2631 University Ave. #102
Madison WI 53705
608-232-9977 ext. 101
When Ron began in the life insurance business he saw a need to help families like his own. When there is a loss of income from a tragic event the family needs to be able to sustain a similar lifestyle. Working for his client’s best interest his goal has always been to help secure financial independence. He works closely with clients to find the best solution for them to achieve their financial objectives.
There was a time when retirement plan administration was expensive for small businesses. Ron decided to provide inexpensive administrative service for retirement plans. His company provided services to over 100 company plans. He later sold the company to focus on individual clients.
In 2005 Ron and Scott formed Perkins Financial, Ltd, a full service financial service company. Ron is a Charter Life Underwriter (CLU) and holds a series 7 investment brokers license.