300 Vestavia Parkway
Suite 2300
Birmingham, AL 35216

Perret Financial

205-795-2043

 
The Cycle of Investing Perception vs. Reality Social Security: By the Numbers Making Your Tax Bracket Work

Helping clients reach financial goals using investments that reflect their values.

As President and founder of Perret Financial I have been helping individuals and organizations meet financial goals since 1995. I have been specializing in Socially Responsible Investing (SRI), also known as Value Based Investing or Mission Based investing, since 2001. Although I do specialize in SRI I also work with clients across the full range of investment opportunities.

 

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Best Performing Asset Classes

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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The Cost of Procrastination

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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Have you explored all of your choices when it comes to managing your taxable income?

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$1 million in a diversified portfolio could help finance part of your retirement.

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What does your home really cost?

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