Perennial Pension & Wealth is a comprehensive provider of pensions, retirement planning, wealth management services and strategies to both corporate and individual clients.

We focus on constructing customized corporate retirement strategies for small, closely held businesses with the goal of maximizing benefit for ownership groups within the framework of qualified retirement plans. Many companies equate company sponsored retirement plans (such as 401k plans or pensions) to other benefits required to retain employees.  They look at the qualified plans as a corporate expense, often overlooking the plan as an extremely efficient way to transfer company generated money into the hands of the owner in a tax free manner.  Qualified retirement plans also offer special protection of assets under the rules of ERISA which is very beneficial in high risk or highly litigious industries.

Perennial Pension & Wealth uses corporate sponsored retirement plans as one of several ways to assist business owners in both wealth creation and wealth transfer.  We are a full service wealth planning firm with CERTIFIED FINANCIAL PLANNERs^TM available to provide guidance on a number of topics such as tax planning, estate transfer, asset protection and investments. 

Before developing a customized financial strategy, we are committed to understanding your unique needs and helping define your financial goals. As an independent financial services company, Perennial Pension & Wealth has the freedom to choose the options that work best for each individual client.  Please contact us today so that we can help determine the best method for assisting you in reaching your financial destination.  For more information, please visit us at www.perennialpw.com/ .

The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states:  AZ, AR, CA, FL, GA, ID, KY, MA, NV, NY, OR and TX.

Securities offered through LPL Financial, Member FINRA/SIPC

Firm58 provides financial management software to capital markets firms. The company’s SaaS-based platform helps clients manage post-trade processes associated with fees, commissions and payouts including billing, profitability reporting, client commission agreements and soft dollar programs. Firm58 solutions are SAS 70-certified and help increase a firm’s revenue, operational efficiency, and reduce costs to provide greater profitability. The company counts global market exchanges, leading institutional brokerages, clearing and non-clearing broker/dealers and proprietary trading firms as customers. Firm58 was founded in 2005 and is headquartered in Chicago with a branch office in New York. For more information, please visit  www.firm58.com.

PropReports is a web-based back office application designed to fully support the operations of proprietary trading firms. Get trading activity, position, profit/loss, balance and payout information instantly, simply, and securely. Any aspect of the software can be customized to meet the exact needs of your firm. We can import data from all of your execution providers. There is nothing to deploy and no dependence on IT!  For more information, please visit www.propreports.com.

Lightspeed has partnered with an industry-leading tax education and resource provider, Green Trader Tax, to provide traders with resources to handle the tax reporting needs unique to the active trader.

Visit the GTT sponsored Tax Center for assistance with your tax reporting questions.