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 LPL
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