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/her 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