Alex Perkins (CFP®)

Alex Perkins focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

NAPFA Start Date

November 06, 2020

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This Office

8335 Allison Pointe Trl Ste 135 Indianapolis, IN 46250-4292 Phone: (317) 348-9960