Perry Financial Group

Our Services

How We Work

As a family-owned financial planning agency, we understand the importance of personalized care and trust when it comes to managing your finances. We prioritize building lasting relationships with our clients. When you choose us and our financial services, you’re not just a number; you’re a valued member of our extended family.

Financial Planning

Our personalized, holistic financial plans are tailored to you and your unique goals. We focus on tax preparation, estate planning, investment management, insurance analysis, and cashflow and debt management.

Tax Preparation

We go beyond the numbers to provide a seamless and stress-free tax preparation experience. From individual tax returns to business tax planning, let us maximize your savings while you focus on what matters most to you.

What's included in your financial planning package?

Personalized, easy-to-understand financial plan

This is no 140-page thesis. We’ll put together a financial plan for you on under two sheets of paper that includes action items for each of us to work on between meetings.

2+ meetings every year

After a series of initial onboarding meetings, we’ll meet twice per year. However, you’re welcome to schedule more meetings with us if you need the additional help.

Customized financial dashboard

View your entire financial life anywhere, anytime on a financial dashboard customized to your unique needs.

Quarterly portfolio reviews

We’ll review your portfolio at least quarterly to ensure your investments are performing as expected. We’ll make changes to it if necessary at no cost to you.

24/7 access to our advisors

No more being put on hold. You’ll have our cell phone numbers and you can contact us directly whenever you need our financial services.

Pricing

Financial Planning

Account Balance Advisory Fee
$0-$99,999
1.0%
$100,000-$249,999
.88%
$250,000-$499,999
.73%
$500,000-$999,999
.65%
$1,000,000-$1,999,999
.55%
$2,000,000-$4,999,999
.50%
$5,000,000+
.45%

Tax Preparation

Basic tax returns start at

$150

Our Process

Step 1

We get together for a 30-minute call to talk about the current state of your financial life and your vision for your future.

Step 2

We develop and present to you a financial plan customized to fit your unique needs and goals.

Step 3

You decide if we’re a good fit to partner with you on your financial journey.

Step 4

We monitor your financial progress on an ongoing basis and help you stay on course. If you’re not satisfied with our performance at any point during our relationship, we will refund you the previous quarter’s fees.

Begin the Conversation

If you think you could benefit from our expertise and financial services, schedule an introductory call with our team and let’s talk about how we can help you achieve your financial dreams.

Certified Financial Planner