Retirement Planning Advisor Portland MI

Alex started his career as a financial advisor working for Edward Jones Investments in the Fall of 2000. After years of learning on the job, he decided to open a firm of his own. No stranger to the value of hard work, Alex began working on farms bailing hay and cleaning horse barns at the age of 13. By the time he graduated, he had also worked in a mold polishing shop, a wood shop, and as a student janitor in his high school.

To Alex, every dollar saved comes from hard work and dedication. Each dollar accrues and provides from one generation to the next. He learned the value of a dollar at an early age, and that value system carries through into the foundation of Perennial Financial. In fact, that’s where the groundwork on which our name is built. When you are planning for retirement, you’re planning with longevity in mind. You are planting the seeds for generational wealth and security. To us, money managed properly is perennial, just like the flowers in a perennial garden that return every year.