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Lewis Perkins CFP® MBA CLU® |
Lewis Perkins, CFP® CLU® |
Today’s complex economic environment calls for an honest and detailed assessment of your needs as an individual, family, or business. We assist you address your financial goals through awareness of your concerns and implement your objectives. Our team of professionals helps you confidentially and pragmatically with empathy for your personal priorities. There are no perfect solutions and the world usually doesn’t develop exactly according to some model. We look forward to meeting you in our California offices in Hermosa Beach and guiding you through your choices. By appointment, we’ll meet you from Long Beach to San Francisco.
Our planning services work with you towards life goals like retirement, investment, education, business, and estate planning. They are actualized from an array of investments, insurance, and entities.
Comprehensive Financial Solutions works with clients who are interested in the environmental, social, and governance practices (‘ESG’) of an investment which may impact performance of that investment. Incorporating ESG factors with traditional financial analysis may avoid potential risks and see opportunities beyond technical valuations. We listen and work directly with you or coordinate with your CPA and/or attorney, as circumstances and the law require.
When looking at your total financial picture we believe that investing may include a variety of asset types like stocks, mutual funds, bonds, CD’s, your business and real estate. Life Insurance, long-term care, disability, health insurance and other forms of protection are an integral part of your financial life, yet we do not believe in the “over use” of insurance either. Use it in a comprehensive plan to transfer risk where sensible and appropriate. There are benefits to some insurance products of leveraging cash flow over time, asset repositioning, and simply providing for smooth transitions.
We attend to targeted needs like Retirement Plans, IRA’s or Simplified Employee Pensions (SEP), Trust accounts, handling contribution to a child’s 529 Education Plan, or portfolio allocation with diversified holdings. We have found the most satisfying work involves multiple generations and various interconnected issues.
Contact Us for your situation.