Perennial Pension & Wealth
11/02/2010 05:57AM ● Published by Style
Photo by Dante Fontana
Describe your business. Did you find it, or did it find you?
Perennial Pension & Wealth is a comprehensive provider of pensions, retirement planning, wealth management services and strategies to both corporate and individual clients. Our team has over 50 years of combined experience in all aspects of financial services, gained while working at larger, national financial service firms. The business called us because we felt we could better serve our clients by creating a local independent office dedicated to the local community.
How are you involved with both the community and your customers?
The community is our customer. It’s the local small businesses that employ the majority of the residents of the community. We work with those companies to help them establish sound financial foundations so that the companies can focus on running and expanding their businesses. We also help create custom corporate retirement plans so that the business can transfer the wealth of the business to the business owners and the employees. Done efficiently, this creates comfort and confidence for individuals who are usually regarded as too small to get the attention they deserve.
If you could meet someone living or dead, who would it be and why?
Warren Buffett. It is his teachings of sound fiscal management and fundamental investment philosophy that is the basis of how we work with all of our clients. Lucky for us, he is on television regularly and quoted in all forms of media...so it’s almost as if he is available for us personally.
What’s your favorite local event that you go to?
The Boys and Girls Club of Sacramento’s Annual Gala event, “Broke Ball.” It is a community organization that we have been involved with for a number of years and the event never fails to be fun.
And finally, customer service is…?
Our success rests on the relationship we establish with you. Only by understanding your needs and getting you to your goal can we claim success.
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