At Perennial Pride, I’ve partnered with experts in six vital disciplines to create a human-centered approach to your financial well-being. Together, we formed my Virtual Family Office (VFO), going beyond standard financial services. I aim to secure your financial future, help you excel, and embrace the Perennial Pride philosophy. With our holistic strategies, we can make your financial aspirations a reality while building a meaningful connection through our services.
The Hunt For A Better Future Is Just Three Simple Steps Away!
STEP 1
Schedule A Call
We will talk through what’s going on in your financial life and how we can help.
STEP 2
Strategy Session
We take a deep dive into your entire financial life to see how family banking can change your legacy.
STEP 3
Enjoy Freedom
Once qualified, you are set up for the long-term security your family deserves.
Virtual Family Office Holistic Approach
Perennial Pride is committed to cultivating lasting prosperity. By placing human connections at the forefront, we build trust that becomes the bedrock of your financial success. Our Virtual Family Office will allow you to focus on what matters most—your flourishing legacy.
Wealth Management
Achieve your financial goals with our tailored Wealth Management solutions. Trust Perennial Pride to guide your wealth journey.
Risk Mitigation
Protect your investments with Perennial Pride’s Risk Mitigation strategies. We proactively assess and address potential risks.
Tax Planning
Optimize your finances with Perennial Pride’s Tax Planning expertise. Minimize tax liabilities and maximize your earnings.
Business Advisory
Boost your business’s success with Perennial Pride’s advisory services. Gain insights and strategies for sustainable growth.
Legal Services
Ensure legal compliance and protection with Perennial Pride’s expert Legal Services. We specialize in business law and dispute resolution.
Engagement Options
Account Only
Perfect For:
For those who only want and benefit from specialized life insurance, disability and annuity expertise including Infinite Banking
Benefit from our IBC, Life Insurance, Disability, and Annuities strategy expertise.
Initiate your financial journey with comprehensive strategy reviews for IBC, Life Insurance, Disability, and Annuities
Proactive Lite
Perfect For:
For those who value advice and only want to address a couple of key priorities periodically (e.g. annually)
Flat Fee of $1,000/year, payable from your accounts
Annual CIQ/MAP Planning, ensuring your finances align with your evolving priorities each year.
Proactive Full Check-up
Perfect For:
For those who are DIY’ers who realize that having expert help will be beneficial to address any gaps, but would rather manage most things themselves.
$3,600/one-time deal
Get access to the Virtual Family Office and Proactive Coordinator.
Proactive Core
Perfect For:
For those who value advice, who want holistic, proactive, ongoing guidance through the building of wealth stage of life.
$3,600/year
Specialized investment management, state-of-the-art planning tools, educational wealth-building sessions, and flexible credits for bespoke consultations.
Proactive Retirement
Perfect For:
For those who value advice, who want holistic, proactive, ongoing guidance through leading into and during the retirement stage of life.
$6,000/year
Meticulously preparing you for retirement with income and withdrawal strategies
Wealth Beyond The Numbers
Wealth isn’t just about the amount of money you have in your investment or retirement accounts. It’s about the abundance of anything you want in life. It took me a long while to realize this, but my own financial journey enabled me – eventually – to see that gaining control over my own wealth would allow me to discover what I truly valued in life.
It would also allow me to build “wealth” in all areas of my life, not just the financial areas. That’s what I want to share with you in this book. I hope the lessons I learned on my financial journey will help you discover your own personal definition of wealth and utilize my strategies to help you build it.
Don’t Believe Us? Listen To Our Clients Roar…
“Tom has been a tremendous thought partner and advisor for several years. Under his guidance we have improved protection of our hard-earned assets, diversified our portfolio and we are strengthening our financial plan in the short and long term. Most importantly, Tom’s integrity and dedication to our best interests is unquestioned.”
