Financial Planner Portland MI
Individual
Budgeting, Savings, College, Growing Your Wealth, or Making Work Optional
Family
Marriage, Kids, Insurance, And Managing The Family Finances
Entrepreneur
Entity, Tax Planning, Employee Benefits, and Retirement Plans
WHO WE ARE
WHAT WE DO
Why Choose Perennial Financial
At Perennial Financial, our primary focus is you and the seeds you wish to plant for the future. We are a classic growth and income investment firm, meaning we create yield in our portfolio as well as growth. Our mission is to educate our clients, taking you through every step of the retirement planning process, from investments to life insurance. Your future is our present. We are your partner in building a solid financial foundation for your future while building a lasting relationship based on trust and integrity.
Primary Communities Served
Portland
Pewamo/Westphalia
Ionia
Lake Odessa