Perennial Financial Solutions, Inc.

Perennial Financial Solutions, Inc. is a comprehensive financial services firm committed to helping you, your family or your business pursue long-term financial success. Customized programs are designed to seek attainment, growth, and preservation of your wealth by delivering an unprecedented level of personalized service. At Perennial Financial Solutions, our mission is simple. We strive to provide personalized advice that minimizes our clients’ financial concerns and maximizes their sense of security. Todd Green, CFP®, founder of PFS understands that every client has unique needs. Our role is to help you make smart, well-informed decisions about your finances and investments. We seek to provide you with greater financial independence and peace of mind. While each of our clients is unique, they all have one thing in common. They want unbiased financial advice from knowledgeable, thoughtful, and intelligent professionals. Our clients look to PFS to assist in preserving their capital and to provide real growth in their portfolios after taxes and inflation. They value their financial independence and look to us to guide them to security throughout the various stages of their lives. PRODUCTS & SERVICES At Perennial Financial Solutions, Inc., we provide assistance in the following areas: Services* Brokerage Accounts IRA/Roth IRA Group Retirement Plans Small Business Retirement Plans Pension Plans Simple/SEP IRA’s Mutual Funds Stocks Bonds Annuities Foundations Trusts 529 Plans Financial Planning* Pre-Retirement Planning Post-Retirement Planning Investment Management Family Risk and Insurance College Funding Tax Planning Estate Planning Charitable Giving *Todd H Green, CFP® offers these services through his/her affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM Insurance Disability Income Insurance Fixed Life Insurance Variable Life Insurance Term Life Insurance Long Term Care Insurance Tax Planning Income Tax Reduction Estate Tax Minimization Gift Tax Planning Social Security Planning Charitable Giving

Address: 3102 Maple Avenue, Suite 400, Dallas, TX 75201, USA

Phone: +1 214 800 2397
FAX: +1 214 307 8055