Clients Corner



First Choice Financial Services, LLC

CLIENT-FOCUSED, DISCIPLINED FINANCIAL PLANNING

Michael Perna serves as President of First Choice Financial Services, LLC. He boast over 30 years experience within the insurance and finacial services industry. Throughout his career, Michael has trained and mentored over 100 financial services professionals. He has been recognized as a top 10 agency in senior care production with numerous companies, including: Bankers Life, United American and Blue Cross.

Michael specializes in financial planning and has provided services to hundreds of families, individuals and business owners. His strength is in the areas of retirement and estate planning; his primary goal is to continually improve his clients’ financial position while protecting their assets. He accomplishes these goals through a blend of financial services that are tailored to his clients’ specific financial needs.

Michael’s focus is the creation of individualized financial plans that provide income generation, reduce financial risk, save tax dollars, protect assets and avoid probate. His genuine concern for his clients’ financial well-being enables him to successfully meet their financial planning needs while building long-lasting, meaningful relationships.

*Fee based financial planning and investment advisory services are offered by “First Choice Financial Services, LLC”, a Registered Investment Advisor in the State of “Illinois”. Insurance products and services are offered through “First Choice Insurance Agency Inc..”.

 

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