Financial planning is really all about life planning.
It took me a while to learn this but it’s 100% the truth. If you are not happy or healthy enough to enjoy your wealth, then why did you work so hard to accumulate it?
My job as your advisor is to help you make the right decisions at the right times. It’s to help you pass your hard-earned portfolio to the next generation without paying an excessive estate tax. It’s to help you spend down your portfolio the right way. This is where most of the mistakes are made within retirement income planning. I’m going to help you reduce your lifetime tax bill which allows for greater portfolio longevity and higher end-of-life values. I’m going to quarterback relationships with your CPA and attorney to ensure your financial life is free of any blind spots I’m going to help ensure you don’t outlive your money in retirement.
This is absolutely a passion of mine and I consider it my calling.
This is a second career for me which has been helpful to provide perspective on what is important in life: family, friends, experiences and community. I graduated with an engineering degree from Purdue University and spent the first five years of my working life as a strategy consultant for Accenture. Here I learned how to listen, analyze, research and collaborate, all things I still do today. I then spent many years successfully advising high-net-worth clients at several well-established firms.
I am a CERTIFIED FINANCIAL PLANNERTM professional, board member of the Rotary Club of Fishers, member of the Estate Planning Council of Indianapolis, member of the Fee-only Network, and member of NAPFA, the National Association of Personal Financial Advisors. Members of NAPFA must abide by a strict fiduciary standard and are fee-only financial advisors.
I live in Fishers, Indiana yet help families like you all around the country. I married my dream girl from high school, Kaycee, and have three beautiful children: two boys and a girl.
My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.
Perkins Wealth Advantage has selected Charles Schwab & Co., Inc. as the primary custodian for our clients' accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients.Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.