Our Company
Our Services
Financial Planning
Wealth Management
Our Philosophy
Our Process
Contact Us
Current Clients
New Clients
Market Data
Problem Solvers

Our Services

Relationship-Based Financial Planning

One thing that sets us apart is the way we view relationships, and specifically, the relationship that exists between Advisor and Client.  We place a premium on creating an environment in which Advisor and Client work together at every step in the process. Our motive from beginning to end is to look out for our Client’s best interests.  As the Client-Advisor relationship progresses, this collaborative process results in a carefully crafted plan that is unique to you, your life and your financial goals.

Goal Setting: Thinking Together About What You Want To Do

While the journey toward a secure financial future requires a sound chart or well thought out plan, it first requires a specific destination. Not only do we draw the chart as financial advisors, but first we listen and work with you to discover where you really want to go.

©2019 Kingsley Perkins and Company, LLC. All rights reserved.