Feb 07 2024 16 mins
In this episode, Lee reflects on the journey of JL Perkins Wealth Management over the past decade. From its humble beginnings with just Lee and his sister Francesca, the firm has evolved through unexpected transitions, including office expansions and team changes. As JL Perkins Wealth Management celebrates its 10th anniversary, Lee shares insights into the strategic decisions that have shaped the firm’s growth, and how he’s working to adapt to the needs of its growing clientele.
Throughout the conversation, Lee emphasizes the importance of planning for the next phase of life, whether it's retirement or another significant transition. He also introduces his new book, Next Phase: How to Retire in a Year or Less Without Regrets, designed to help individuals navigate the complexities of retirement planning with confidence. Tune in for a great conversation!
Here’s some of what we discuss in this episode:
- The strategic growth of JL Perkins Wealth Management over the past decade
- Expanding the firm’s team to ensure continuity for clients and provide more resources
- Lee’s new book Next Phase: How To Retire In A Year Or Less Without Regrets
For your complementary copy of Lee’s new book, Next Phase, text “Next Phase” to 478 – 254-3550
Want to set up a meeting with us? Visit us here: http://talkwithjp.com
Get more financial education at http://myretirementclarity.com