We are a full service financial planning firm.
Offering a wide variety of products required for a secure retirement. That include:
– Individual Benefit
– Individual Retirement
– Voluntary and Executive Benefits
– Group Benefits
– Group Retirement
Our investment-advisory services are provided through Voyager Capital Management, and our securities through Capital Financial Services. We only work with companies that Standard and Poor have rated A or better, which means that these carriers are financially stable, so our clients can have piece of mind in knowing their investments
Retirement and Investment Planning
The proliferation of retirement and investment planning options can leave many investors confused about what choices will make the most sense for them. Perkins Financial, Ltd., brings the objectivity necessary to focus on the important questions of risk sensitivity and asset allocation for your retirement and personal investment planning. Our investment philosophy is based on Modern Portfolio Theory, which employs a buy and hold strategy with systematic rebalancing of the portfolio. As a consequence, assets are diversified in unrelated asset classes consisting of equities, bonds and alternative investments. We believe this diversification is essential for the stable growth of our client’s assets.
Perkins Financial, Ltd, LegalShield, Voyager Capital Management and Capital Financial Services, Inc. are unrelated entities.