Tailored Financial Solutions for Your Retirement Journey

Discover how Perry can help you achieve your financial goals with personalized services designed for pre-retirees and retirees.

Financial Solutions

.01

Investment Strategies

With a focus on long-term financial growth and stability, Perry leverages his expertise to develop customized investment plans that align with your goals and aspirations.

.02

Retirement Income Planning

Comprehensive retirement income planning provides you with strategies to ensure a steady and sustainable income stream throughout your retirement years. Perry helps you develop tailored plans that addresses your unique financial situation and long term goals.

.03

Risk Management

By identifying potential threats and implementing proactive strategies, Perry helps you navigate uncertainties and protect your financial well-being.

.04

Comprehensive Financial Plans

Taking a holistic approach ensures that all components of your financial well-being are carefully considered and integrated into a cohesive plan that aligns with your goals, values, and aspirations.

Next Steps


Ready to take control of your financial future? Schedule a consultation today to discuss your specific financial needs and goals. Whether you're planning for retirement, investing for the future, or seeking to protect your assets, Perry is here to provide personalized guidance and support every step of the way.

Don't wait to take proactive steps towards securing your financial future. Take the first step today and schedule your consultation. Your financial future starts now.

Advisory services offered through TACTIVE ADVISORS, LLC, a Delaware limited liability company.

We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.

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.

The information and opinions contained in any of the material requested from this website are provided by third parties. They 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.

© Copyright 2023 - Tactive. Designed by AIM