Client-Focused, Disciplined Financial Planning
First Choice Financial Services, LLC, a State Registered Investment Advisor serving Chicago, Illinois and surrounding communities, provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at First Choice Financial Services, LLC.
First Choice Financial Services, LLC provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at First Choice Financial Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our client’s interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Michael Perna serves as President of First Choice Financial Services, LLC. He boasts over 30 years experience within the insurance and financial 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.
*Insurance offered through First Choice Insurance Agency, Inc.