J.L. Perkins Wealth Management, LLC Information

JL Perkins Wealth Management's mission is to keep our clients on the path towards financial security and independence. Our primary focus is helping retirees and pre-retirees prepare for an enjoyable retirement by properly assessing their risk tolerance, developing a solid strategy and selecting appropriate investments such as managed mutual funds and Exchange Trade Funds (ETF s) as well as fixed insurance products, like annuities. As an independent financial planning firm, we work for our clients rather than any specific company. Many producers or brokers recommend products that are manufactured by the parent of subsidiary business entities; we have no such ties. Our independence is critical to delivering unbiased and objective recommendations. Lee Perkins is the founder of JL Perkins Wealth Management. He has over 7 years of experience in the insurance and annuity industry, holds Series 63 and Series 66 licenses and is insurance licensed. He received a Bachelor of Science degree in Business Management from Georgia College in Milledgeville, GA.