Our Founder

David Perkins, CLU, ChFC, CFP®, CFA®

For more than 20 years, David Perkins has helped his clients in the Fort Lauderdale area better preserve their retirement savings and increase their retirement income.

After working for several major financial companies, David chose to become an independent agent so he could offer his clients a full range of investment management, wealth management, and estate planning services.

As President & Founder, David Perkins is an Investment Advisor Representative and licensed insurance professional specializing in retirement income strategies.

3 Reasons to Work With Us

Income Generation

We can help you establish renewable streams of income you can count on well into retirement.

Asset Protection

Our income-generating investment strategies are designed to help preserve your hard-earned savings. 

Tax Minimization

We can help you avoid paying any more in taxes than you are legaly obligated to. 

What Our Clients Are Saying!

Check out what some of our clients are saying about us.

Richard D. 

Dallas, Texas

My advisor at Perkins Financial helped me transform my savings into a renewable source of income for retirement.

Doug H. 

Northridge, California

My advisor at Perkins Financial helped me transform my savings into a renewable source of income for retirement.

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (123) 456-7890