Perdue Retirement

We are a comprehensive, independent investment advisory firm that offers financial planning and investment management for retirees and those nearing retirement. We also offer wealth management services to trusts, estates, private foundations, and business owners, with a primary focus on financial planning for retirement. We are committed to helping you pursue your financial goals. Our philosophy focuses on developing personalized financial plans that are independent of specific investment options. Through our interview and data collection process we will determine, among other things, your financial objectives, risk tolerance, tax status, current investment holdings, and asset allocation in order to prepare a hypothetical financial illustration built on a custom framework for your retirement. This framework attempts to match short-term liabilities with short-term investment strategies and long-term liabilities with long-term investment strategies.