Areas of focus:
- Intergenerational Planning
- Retirement Planning Strategies
- Investment Management
- Tax Planning Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
- Business Retirement Plans
- Executive Compensation and Benefit Strategies
- Insurance
Qualifications:
- CFP® CERTIFIED FINANCIAL PLANNER™
- BFA™ Behavioral Financial Advisor
- CRPC™ Chartered Retirement Planning Counselor™
- CLTC® Certified Long Term Care
- APMA™ Accredited Portfolio Management Advisor™
Education:
- BS University of Wisconsin-Madison, 2010
https://brokercheck.finra.org/individual/summary/5879072
Our vision at Perkins-London Wealth Advisors is to aim to build deep, lifelong relationships with those who value advice and are committed to growth. As a premier wealth management practice, we help to map out your life’s voyage and guide you into the future. We strive to create generational success built on a foundation of trust, excellence, and innovation. Our Mission is to inspire confidence, simplify life, and reduce stress. We value Growth, Integrity, Relationships, Excellence, and Health. (Legal Doc 6052042)