Perpetual Lifestyle Planning | Matt Wilson

Financial Planning, Wealth Management, Insurance, Birmingham Alabama

No matter your stage in life, you have goals, dreams, vision and plans.

Perhaps you’re just starting on your journey. You have a destination in mind, but the route is a little fuzzy.

Or maybe you’ve been traveling for a while, and double checking the map seems like a good plan.

Possibly you’re at a point where you’re thinking more about the future for your children and grandchildren. What will your Legacy be?

I’m Matt Wilson, owner of Perpetual Lifestyle Planning.

My goal is to be your guide through life’s ups and downs. I help you discover what is most important to you – what your purpose is – and then work to make sure your financial picture matches where you see your life heading.

My number one goal is to make a positive impact in your life and I want to go above and beyond to serve my clients. In every meeting, I want to encourage you, guide you, and make sure we are holding each other accountable. This is a serious business, but I want us to have a great relationship and I want to have some fun working with you as well.

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Matt Wilson, Birmingham financial advisor
Matt Wilson, Birmingham AL

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Planning

Taking time to make financial, lifestyle and retirement plans is an important first step in achieving the lifestyle you desire, no matter your goals, age, wage, or current phase of life. There are too many variables in financial planning to make it one size fits all.

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Management

Your resources should work for you, and to do this they need to be managed by a trained and experienced professional. One who understands your goals, and can help you achieve them.

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Insurance

Insurance helps protect your lifestyle. It is a safety net for our families in tragic times, and a safeguard when work injuries or illnesses threaten our planning and goals. What kind, and how much, are individual decisions and should be explored with professional assistance.​

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Learn more about the planning, management and insurance offered.    Services

Mission Statement:

At Perpetual Lifestyle Planning it is our mission to Serve God and let that reflect in how we do business by making a positive impact in our clients’ lives daily.

Vision Statement:

We strive to be servant leaders and great stewards of the assets and relationships that are entrusted to us. Our clients are family to us and we value every relationship we have with the highest regard. The trust that is placed within us is extremely important and we will do our best daily to maintain and grow it.  We are building the best team of Lifestyle Planners in the country to develop lifetime relationships, serve our clients, and ensure that we leave them better than they found us every single day. We will help change lives in a positive manner and we will build better futures for every one that we have the pleasure of working with. No one will hold us to a higher standard than we hold ourselves because we work for the Lord and we aim to honor him every hour of the day.​

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matt wilson perpetual lifestyle planning

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama.