I use a comprehensive holistic approach, developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals. We then use that overview to craft a personalized plan specifically tailored to your unique objectives . Once you have set your goals and have your “financial roadmap” in place, I then check in with you regularly to help you keep your plans on track.
Through twenty years in the industry, I have successfully guided my clients through some of the most challenging financial markets in decades, and supported them through crucial life events. My clients benefit from my high standard of care and expertise, through proactive planning and management.
I am the owner of Nickels and Dimes Money Mentoring and author of the upcoming book Profit Ability: Secrets to Success for Construction Trades. I spent 20 years in the electrical industry, have over 15 years of accounting experience, and am an award winning financial planner, providing me with unique expertise to help contractors be their most profitable.
I spend most of my time helping contractors build profitable businesses, however, business succession planning, wealth transfer, and personal estate planning are also a big part of what we work through.
With over 20 years in the financial services industry, I have been actively engaged in fostering strong client relationships while helping clients, and their families, achieve their personal financial goals.
I am a lawyer practicing 20 years in general practice but with a strong focus on wills, estates, and estate administration. My team and I obtain grants of probate and manage all aspects of many estates every year.
At Safety Bay Financial we create personalized plans to help individuals and families secure their financial safety through all stages of their lives.
With over 15 years experience in helping clients create, protect and preserve wealth I have found that no two situations are the same.
Through open conversation we are able to work with clients to determine what is really important to them. Allowing our clients the opportunity to make the most informed decisions about the arrangement of their overall assets.
Shawn Perkins CFP CEA
Harry Perler’s genuine passion is an unwavering desire to help people. His role as a Certified Financial Planner (CFP) positions him to completely assist you. Harry has a holistic approach to financial planning taking into consideration your personal situation in its entirety. He starts by amalgamating your current financial circumstance with all your personal goals, focusing on where you are now and where you see yourself in the future. Equipped with a detailed understanding of your life’s trajectory, Harry can provide you with a customized route to achieving both your financial and personal goals. Whether you are planning to buy a home, save for your children’s education, progress into retirement, or simply organize your finances, a holistic plan will set you in the right direction. Harry has seen how holistic advice better prepares you to make everyday decisions ensuring your long-term financial objectives are efficiently reached.
A holistic plan is a continuous life long procedure, requiring your active participation throughout each step of the financial planning process. To maintain a thorough understanding of your financial and personal circumstance, Harry is constantly monitoring and updating your plan, keeping you on track as you move through life’s milestones. He requires your input on changing goals, managing risk, securing retirement, supporting charitable cause, transferring assets between generations, and ultimately achieving sustainable financial independence. By taking a big picture view of your finances, and regularly engaging with you, Harry’s recommendations will continuously move you towards your goals while constantly reflecting your personal values. A holistic approach truly allows Harry to fulfill his passion of taking care of you and your finances in each stage of your life by ensuring you can achieve all your goals in the most tax and cost efficient way possible.
www.HarryPerler.comMutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Perler Financial Group