top of page

Services we offer

Pericles provides the following services to help you reach your financial goals.

Financial services

Financial Services

Finances are important in all walks of life. Big or small, come build a tailored  financial plan that helps you reach your goals.

budget-01.png

Cash Flow
& Budget

Organize your assets and liabilities & cash inflows and outflows on a single page.

 

Why? Better understand your financial situation.

Education Planning

Create a plan to help fund your loved one’s college expenses by creating a plan to cover those future costs.

 

Why? Help the people you care about be able to afford further education.

Education-01.png

Wealth Management / Investment

Utilize a variety of strategies to help build a robust and well-rounded investment portfolio.

​

Why? Set yourself up for success while weighing rewards and risks.

wealth-mgmt-01.png
decrease-01.png

Market Risk

Control

The ups in the market are great but the other way is not so fun. Help to manage those ups and downs with tailored portfolios.

​

Why? Design a portfolio that matches your specific risk tolerance so you can be comfortable with market volatility.

Retirement Planning

Regardless of the stage of your life you are in, prepare to get to and through your retirement, the ultimate vacation.

​

Why? Understand when you can retire, how much income you will have/need in retirement, and how long that will last.

retirement-01.png
estate-planning-01.png

Estate Planning

The legacy you wish to leave can come in many different forms. Developing a plan to achieve those goals will blaze the path for making your dreams a reality.

​

Why? Help define what is most important to you and take steps to enhance and protect it.

Risk Management Services

risk management services

Uncover those financial blinders and protect against hazards that may happen throughout all facets of your life.

Life Insurance

Life insurance can be the greatest gift to your loved ones in case the unexpected happens. 

 

Why? Help to make sure your loved ones are financially taken care of in the event of death. 

life-insurance-01.png

Long-Term Care

Discover solutions to help cover the growing costs of long-term care.

 

Why? Create a plan to fund the care that you deserve. 

Long-term care-01.png

Final Expense

Regardless of your final wishes, carve out a piece of your plan to help fund them.

​

Why? Designate a separate policy to take care of your final expenses. 

Final-Expense-01.png

ready to take the next step?

Let's start working together.

RDP09609.jpg
RDP09649.jpg
RDP09647.jpg
henry-co--odUkx8C2gg-unsplash-overlay.jpg

Thanks for submitting!

CONTACT

Sketches-Final-02-02.jpg

Pericles Financial Services

608 E Fond du Lac St.

PO Box 476

Ripon, WI 54971

​

920-896-0012 (Call/Text)

920-896-0250 (Fax)

​

contact@periclesfinancial.com

 

Check the background of your financial professional at brokercheck.finra.org

​

Find your CFP® professional at letsmakeaplan.org

©2021 by Pericles Financial Services

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

​

This communication is strictly intended for individuals residing in the states of CA, FL, IA, IL, MN, MS, NV, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

​

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 

bottom of page