Products & Services
At Perry Planning Group, we provide assistance in the following areas:
Investment Management and Securities offered through representatives of Lincoln Financial Securities
- Comprehensive Investment Review
- Managed Investment Account
- Investment Advisory Services
- Traditional IRA
- Roth IRA
- Rollover IRA
- SEP IRA
- Simple IRA
- Brokerage Account
- Variable Annuities
- Company Retirement Plans
Financial Planning offered through representatives of Lincoln Financial Securities
- Analysis and Creation of Realistic Financial Goals
- Budgeting and Cash Flow
- Debt Structuring and Reduction
- Retirement Savings
- Retirement Income
Risk Management & Insurance
- Risk Analysis
- Life Insurance
- Disability Income Insurance
- Fixed, or Indexed Annuity
- Long Term Care Insurance
- Health Insurance