Brent Perry (CFP®)

Brent Perry focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Planning Specialties

I specialize in working with busy professionals who do not have the time, inclination, nor expertise to systematically improve their financial and, ultimately, life goals. A typical client would be singles or families between the ages of 35 and 60 who have a desire to make their financial life better. I don't not care about your level of investable assets or your net worth. What matters is that you have a financial goal you want to achieve and you want help from a professional and unbiased source.