PERRY PLANNING GROUP

Perry Planning Group was created to provide experience in the areas of financial services, investment management, and risk management to our clients. Our formula is simple. First, and foremost, we take time to get to know our clients. As Advisory Representatives of Lincoln Financial Securities, our professionals gather as much information as our clients feel comfortable providing us about their family, finances, goals, risk tolerance or any other information that will help us create what we believe to be the most suitable plan for them. We take that information and thoughtfully create a holistic financial plan. With our assistance, we strive to help our clients implement all aspects of the plan. After the plan is implemented, we continually monitor whether or not the plan continues to meet our client's goals. This process is ongoing and requires us to stay in close contact with our clients throughout their lives. We look forward to getting to know you... We will always strive to know..

Primary location: Wendell United States