Perry M. Sutton, Cima®, Cpfa®, Aif®, Crc® Email & Phone Number

Every time you have a conversation with a financial professional, you hear the same story time and time again about how their firm has the most assets under management, the best financial analysis software and the top investment ideas on The Street. What you will find by working with me and my practice is something entirely different...I view the world this way - what's important in life are the things we own, the things we do, the choices we make and the people who matter to us the most. Recognizing this, I work closely with my clients to assure that I understand the following things about them:1.) Who you were (your past) - how have the situations that have occurred and the choices you've made in your past impacted where you are today?2.) Who you are (your present) - how do you feel about your current lifestyle and what changes do you want to make to feel more fulfilled?3.) Who you want to be (your future) - how do you define a successful future, where you're positioned to live the rest of your life feeling fulfilled, while knowing that those you love are protected when you're no longer here?4.) Who are you, as a person, and how do your characteristics dictate the choices you make? What changes do you want to make to align your behaviors with your values?I take enormous pride in what I do. My ultimate goal is to assure that you, as my client, understand your financial picture, make educated decisions about your money, and know that you can live a life based on what's most important to you, both now and in the future. While I serve everybody, I am particularly adept at catering to the needs of four types of people: entrepreneurs in the restaurant industry, professionals in the entertainment industry, private sector retirement plans/nonprofit endowments and those who have encountered sudden wealth through inheritance, lawsuit settlement, sale of a business, divorce or winning the lottery.

Listed skills include Leadership, Management, Strategic Planning, Public Speaking, and 6 others.