WE TAKE CARE OF YOUR INVESTMENT MATTERS SO YOU CAN TAKE CARE OF WHAT MATTERS MOST.

 

Winners of 2011-2014 Five Star Wealth ManagerSM

Welcome to Price Perkins, where you’ll find a wealth of information in the form of financial calculators, articles, streaming market data, service descriptions, our newletter archives and much more on our website.  We are here to help educate our clients and serve as a trusted resource for sound financial guidance.  If you are visiting our website for the first time, or have any questions, we encourage you to call us directly at 804-592-2375 to schedule an appointment ??

Price Perkins works with a select group of individuals, families and corporations in coordinating all of their financial affairs. Our team provides the necessary guidance that clients need to make successful financial decisions in the areas of wealth preservation, accumulation, maximization and transfer of wealth. We accomplish this by providing professional advice and planning, client education, customized solutions and consistent delivery of exceptional service. Price Perkins is the exclusive provider of full service comprehensive financial planning solutions for members of these three area credit unions: Partners Financial Federal Credit Union, Connects Federal Credit Union, and Henrico Federal Credit Union, by providing full service comprehensive financial planning solutions for their members. With our dedication and commitment to our clients’ financial needs we build more than portfolios, we build relationships.

 


 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →