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.
Schedule a Free, No-Obligation, Consultation
• Have I saved enough to retire?
• Am I taking on too much risk?
• Will I have enough income in retirement?
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.