Financial Planning

As a high-net-worth individual, family, or business owner, planning for your financial future should be at the top of your agenda. Our team at Perlson LLP begins the financial planning process by reviewing your insurance coverage and asset allocations. We help you establish realistic goals and craft a comprehensive financial plan based on your circumstances and risk tolerance. Because new legislation and life events—a new baby, marriage, divorce, or death—can impact your plan, we meet with you at least annually to reassess your financial goals and make adjustments necessary to keeping you on track.

Our financial planning clients have access to JP Wealth Management, Inc., a Registered Investment Adviser regulated by the U.S. Securities and Exchange Commission. Since the personal financial issues you face are so entwined with your professional life, business, and accounting issues, our ability to understand your total situation means we can provide you with comprehensive advice. The combined knowledge of an accounting and financial planning firm provides you with advice based on a holistic perspective. Financial planning services provided by JP Wealth Management include:

Comprehensive financial plan preparation
Portfolio planning
Tax-efficient investing and rebalancing
Risk-adjusted return discipline
Quarterly performance reporting
Charitable giving

Gift tax planning
Trusts and estate planning
Retirement planning
Fee-only insurance consulting
Asset protection
Succession planning

Contact Mark Perlson to learn more.