J.L. Perkins Wealth Management

J.L. Perkins Wealth Management Retirement planning made simple. We empower you to make great financial choices so your Next Phase is your best phase.

We are committed to the financial success and confidence of each and every client we serve, and to keeping our clients on the path toward financial security and independence.

05/29/2026

Retirement planning isn't just about numbers on a screen — it's about creating stability, freedom, and confidence for the life you actually want to live.

Most people wait until it "feels right" to start. But the best time is right now! Every small decision you make today compounds — not just financially, but mentally. You start to feel in control.

Retirement is the reward for the disciplined choices you made along the way. 📈

Have any questions? Let’s talk. Schedule a 15-minute introductory call with our team. ⬇️

🔗 https://calendly.com/leeperkins/talk-to-lee

Financial confidence doesn’t come from doing everything perfectly, but it comes from simple habits done consistently.1. ...
05/28/2026

Financial confidence doesn’t come from doing everything perfectly, but it comes from simple habits done consistently.

1. Pay yourself first.
2. Know your monthly “true number.”
3. Check in on your plan regularly.

Small habits → long-term clarity. To learn more, book an appointment down below ⬇️

🔗: https://calendly.com/leeperkins/talk-to-lee

Mid-year is a natural checkpoint to make sure your retirement plan still reflects where you are—and where you want to go...
05/27/2026

Mid-year is a natural checkpoint to make sure your retirement plan still reflects where you are—and where you want to go.

From savings and investments to taxes and long-term goals, a quick review now can help keep your strategy aligned for the rest of the year and beyond.

If you’re unsure whether you’re still on track, it may be worth taking a closer look. Reach out to Lee and the team at J.L. Perkins Wealth Management below to start the conversation. ⬇️

🔗: https://calendly.com/leeperkins/talk-to-lee "

Today, we honor the brave men and women who made the ultimate sacrifice in service to our country. 🇺🇸We are deeply grate...
05/25/2026

Today, we honor the brave men and women who made the ultimate sacrifice in service to our country. 🇺🇸

We are deeply grateful to those who gave everything to protect us.

From all of us at J.L. Perkins Wealth Management, Happy Memorial Day. ❤️

05/20/2026

Legacy planning is about so much more than money — it’s about making sure your family is protected and cared for when you’re no longer here.

From having the right documents in place, to clearly defining your healthcare wishes, planning for taxes, and working with a coordinated team, every piece plays an important role in creating a plan that works together seamlessly for your loved ones.

If legacy planning has been on your mind, now is the time to take the first step in planning for your family’s future. Reach out to Lee and the team at J.L. Perkins Wealth Management below to start the conversation. ⬇️

🔗: https://calendly.com/leeperkins/talk-to-lee

Welcome to the team, Walker Perkins! 🎉You may recognize him from around the office already… and no, it’s not just becaus...
05/18/2026

Welcome to the team, Walker Perkins! 🎉

You may recognize him from around the office already… and no, it’s not just because he looks like Lee. 😉

Walker officially started full-time at J.L. Perkins Wealth Management, where he’ll be supporting our financial planning process and working alongside the team in client-focused planning.

We’re excited to have you here, Walker! 👏

Retirement isn't just a financial decision — it's a life decision.Knowing when you're truly ready involves more than jus...
05/15/2026

Retirement isn't just a financial decision — it's a life decision.

Knowing when you're truly ready involves more than just a number in your account.

Here are 5 signs you might be ready for your next phase:
✅ You have a clear, sustainable income plan
✅ You've thought through healthcare costs
✅ You know how you'll spend your time (purpose matters!)
✅ Your spouse or family is aligned on the plan
✅ You've reviewed your tax strategy for retirement

If you checked all five, let's talk.
If you're not sure about a few, let's talk. 😉

Schedule a 15-minute call with Lee and our team. ⬇️

🔗 https://calendly.com/leeperkins/talk-to-lee

05/13/2026

Is now the right time to consider a Roth conversion?

While it’s not a one-size-fits-all strategy, a Roth conversion can be a powerful tool for creating long-term tax flexibility in retirement. By paying taxes now, you may be able to position your assets for tax-free growth and tax-free withdrawals later.

Roth accounts don’t have required minimum distributions (RMDs), so you’re not forced to take money out at a certain age—giving you more flexibility in retirement.

Curious if a Roth conversion fits your plan? Let’s talk. Schedule a 15-minute introductory call with our team. ⬇️

🔗 https://calendly.com/leeperkins/talk-to-lee

Summer is one of the most enjoyable, and most expensive, seasons of the year. 🏖️For retirees and those approaching retir...
05/12/2026

Summer is one of the most enjoyable, and most expensive, seasons of the year. 🏖️

For retirees and those approaching retirement, unplanned seasonal spending can disrupt a carefully built income strategy. Vacations, family events, and home projects have a way of adding up quickly.

A few simple habits make a real difference:
✔ Set a dedicated summer spending budget
✔ Review your withdrawal strategy heading into Q3
✔ Avoid pulling from long-term investment accounts for short-term expenses

Proactive planning keeps your retirement plan intact — no matter the season.

Reach out to our team to schedule a brief, 15-minute introductory call and make your next phase your best phase. ⬇️

🔗 https://calendly.com/leeperkins/talk-to-lee

Behind every strategy, plan, and recommendation is something more important: people.At J.L. Perkins Wealth Management, w...
05/11/2026

Behind every strategy, plan, and recommendation is something more important: people.

At J.L. Perkins Wealth Management, what we do goes beyond numbers on a page. This team represents more than what we work for—it’s a group of individuals committed to building real relationships and guiding clients through both the exciting milestones and the uncertain moments, and we are so honored to work with you! 🤝🏻

To every mom, grandmother, and woman who has shaped the lives around her, Happy Mother's Day! 💐At J.L. Perkins Wealth Ma...
05/10/2026

To every mom, grandmother, and woman who has shaped the lives around her, Happy Mother's Day! 💐

At J.L. Perkins Wealth Management, we are proud to serve and work alongside so many incredible women. Today, we celebrate you.

Wishing you a day filled with rest, gratitude, and joy! 🤍

Address

200 Northside Crossing
Macon, GA
31210

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+14782543550

Website

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