Broker Check

PRODUCTS & SERVICES

At Perennial Financial Solutions, Inc., we provide assistance in the following areas:

    Services*

    • Brokerage Accounts
    • IRA/Roth IRA
    • Group Retirement Plans
    • Small Business Retirement Plans
    • Pension Plans
    • Simple/SEP IRA’s
    • Mutual Funds
    • Stocks
    • Bonds
    • Annuities
    • Foundations
    • Trusts
    • 529 Plans

      Financial Planning*

      • Pre-Retirement Planning
      • Post-Retirement Planning
      • Investment Management
      • Family Risk and Insurance
      • College Funding
      • Tax Planning
      • Estate Planning
      • Charitable Giving

      *Todd H Green, CFP® offers these services through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM

        Insurance

        • Disability Income Insurance
        • Fixed Life Insurance
        • Variable Life Insurance*
        • Term Life Insurance
        • Long Term Care Insurance

          Tax Planning

          • Income Tax Reduction
          • Estate Tax Minimization
          • Gift Tax Planning
          • Social Security Planning
          • Charitable Giving