Services
Price Perkins provides its clients with no-cost consultations and a variety of wealth management services, including:
- Asset Management — Stocks, Bonds, Mutual Funds, Fee based Accounts, Annuities
- Retirement Planning — IRAs, Roth IRAs, Inherited IRAs, IRA Rollovers, 401K Plans
- Employer Retirement Plans — 401k plan set up, Simple & SEP IRAs
- Financial Planning — In Depth Financial Analysis
- College Planning — 529 Plans & Educational IRAs
- Insurance Services — Life and Long Term Care
- Employer Benefits — Group Life, Health, Disability, 401k Plans
- Estate Planning/Trust Services
- Educational Seminars
Past Events
- August 5, 2010 — 2010 State of the Markets
- July 27, 2010 — Holding Long Term Investments in Cash? Need an Alternative to CDs
- June 29, 2010 — College Savings Seminar
- Fall 2009 — Do You Own Life Insurance?
- Summer 2009 — On Track for a Successful Retirement?
- Market Perspective Seminar
- Real Estate Investment Trusts Seminar
- Social Security Discussion
Relationships
