Transform Your Business And Life

We help accountants deliver more value to their clients by offering holistic and proactive planning, helping them become the “go to” person for all their clients’ personal and business needs.

Our Value To Accountants

At Perennial Pride, we recognize that accountants play a crucial role in guiding their clients toward financial success. Partnering with us can elevate your service offerings and strengthen your client relationships. As a financial expert with over 20 years of experience, Tom Suvansri leads our team of national experts across various financial disciplines. Through a team based model, we provide holistic and proactive wealth strategies designed to reduce taxes, manage risks, and secure your clients’ financial futures. By joining forces, you can enhance client satisfaction and help build lasting legacies for families and communities with confidence and peace of mind.

Why Partner With Us?

Enhance your service offerings with holistic financial planning.

Strengthen client relationships by addressing all aspects of their financial needs.

Access to our team of national experts in various financial disciplines.

Increase client satisfaction and loyalty through comprehensive support.

Our Services

Family Banking

Our family banking service is built on the principles of the Infinite Banking Concept, which uses specially designed whole life insurance policies to create a safe, flexible, and private financial tool. In this process we'll empower you to manage your finances independently, providing a secure foundation for your family's future. By allowing you to borrow against your cash value with flexible terms, we ensure that your financial resources are always accessible when you need them, without the constraints of traditional banking.

Virtual Family Office

Our Virtual Family Office model provides a comprehensive and proactive planning solution that integrates advanced tax planning, risk management, wealth management, legal services, and business advisory. This service brings together a team of national experts dedicated to your financial well-being. We coordinate all aspects of your financial life, ensuring that every decision supports your long-term goals and enhances your peace of mind.

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.”

Alex

“Over the past couple years, Tom has worked with me to determine the best investment opportunities that make the most sense for my situation that will benefit my family over the long term. I feel more confident through working with him that my family is set up for financial security for the future.”

Sandra

“We feel MUCH more confident in our plan and approach to retirement income. Before we had all our investments in one basket and Tom helped us really gain a broader picture to make retirement safer by reducing our risks. Tom was extremely responsive and gave us all the options to make the best decision for our family.”

Steve S.

"Personal finances are always on that list of things you want to get better at managing, but you're not really sure where to start. So, you just let it evolve and hope that you'll keep making more money and it will all work out. However, since I started working with Tom all that has changed. I now have a greater grasp on my financial picture than ever before, and I actually have a strategy for getting my money to work for me, instead of it working for the bank. It's also a ton of fun to know that I'm not helping the banks get fatter on my money!"

Michael

"Tom Suvansri of Perennial Pride not only educated me on the idea of a whole life insurance policy, he also helped me realize the value and purpose it would serve in retirement and my family legacy. As a real estate investor, when I put this in motion, I couldn't help but share the message with my friends and family so they too can put their family legacies in a better position to grow, sustain, preserve and leverage their wealth through whole life insurance policies."

John