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Retirement Planning for Those Over Age 55

Reduce Taxes  •  Invest with Discipline  •  Optimize Income

Discover a Way to Rescue your 401k and IRA from the IRS

Our new Retirement Rescue Toolkit will show you how. Click below to order one now.

Explore More of Our Resources

Our Podcast has quickly become one of the most well-known retirement podcasts in this area. Each week, Lee tackles a variety of relevant financial topics to help you have the best retirement you can have. The show is available to download wherever you get your podcasts.

Uncommon Cents is our “info-tainment” e-newsletter and is delivered to your inbox two or three times a week. Humor, real world financial stories and non-politically correct opinions are what make this different from a typical industry newsletter.

Our YouTube channel is a growing resource of content around a variety of financial topics. Subscribe and be notified when we upload new content.

Problems We Solve:

Worried that your Financial Strategy is Missing Something?

The world is drowning in a sea of information, but wisdom is in short supply. Our Retirement Clarity Review will help you determine exactly where you stand and show you how we can help you get to where you want to be.

What is the best way for me to draw income in retirement?

Will I be OK if my spouse dies?

When do I take a Required Minimum Distribution and how do I do this?

How will we pay to take care mom and dad as they get older?

How and when should I claim my benefit?

Do my investment have the right amount of risk?

I don’t have plans for the money I have saved for retirement. How can I leave it to the kids?

What can I do to minimize my taxes going forward?

How will I pay for someone else to take care of me if I can’t care for myself? 

Retirement Clarity Review Process

We start with a 15-minute phone call to make sure your situation matches our expertise

Schedule a call

A 15-minute phone call will give both of us a chance to see if your situation matches our area of expertise. Schedule here.


We will learn the details of your goals, needs, and concerns


  • Evaluate your current situation
  • Provide any recommendations for improvement
  • Mutual agreement to move forward or part as friends


  • Begin implementation of your new plan
  • Strategic allocation of your assets

Ongoing Client Solutions

  • Help you maintain your retirement lifestyle
  • Make adjustments as needed
  • Adapt plans as you age

We are retirement planning experts and do our best work with:

Aged 55+

Retirement investors age 55+ who are retired or close to it

$1 Million+

Diligent savers with investments over $1 million. (Excluding real estate.)

Expert Guidance

People who value expert help because  retirement is too important.

What Are Others Saying About Us

J.L. Perkins Wealth Management is a small firm with a familial atmosphere and very personal service. You feel more like a friend than a client, but you are confident of professional services. The sense of security and comfort is how the firm has helped my wife and I the most. This peace of mind about our financial well-being is a key element to our enjoyment of our retirement.


Your firm has helped me the most by listening and helping me discover my comfort zone, by looking at my entire financial picture and projecting my income to the end of my life. It’s also very reassuring to be able to discuss my planned expenditures with someone I trust and to ask questions such as- can I afford this remodel or should I pay off my house? No robo-adviser is going to answer those questions.


JLPWM encourages responsible investing, not get rich quick schemes. Maybe, most importantly it’s a no pressure relationship. The objective is always to do what is best for the client. One of the best things is their encouragement to us to enjoy the wealth that we have amassed so far.

Tony and Melony

JLPWM has a great staff, they are responsible, helpful, professional and knowledgeable. They listen and the then guide you to your goals. Lee has made us comfortable with our financial future.

Joey & Julie

I have always appreciated their willingness to educate and inform me objectively concerning our investment options, from aggressive to conservative. He and his team are always available when I reach out to them. They are committed to customer service.


I did not find what I was looking for until I met with Lee Perkins. He made me conformable as well as assured me we would work together to meet my financial goals. That is exactly what we did. We had honest and frank conversations which led me to Lee’s plan for me. It was not some cookie cutter plan that is presented to everyone. It was tailored to meet my needs and concerns.


The team at JLPWM is very knowledgeable & patient. I live out of state and that has never been an issue. Phone conferences or zoom meeting make things very convenient. Lee and his team are accessible and I can sleep well at night knowing my money is well invested and monitored.

Frank & Debra

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products customized to suit their needs and objectives. Investment advisory services are offered by JL Perkins Wealth Management, a registered investment advisor and insurance agency. We do not provide tax, legal or estate planning advice. We encourage our clients to seek qualified attorneys or tax advisors for their particular situation.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. 

Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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