Perret and Associates LLC

Historyou can feel confident that you're getting the guidance and professional treatment you deserve. With over 50 years of experience, SecurityNational has the consistent track record and dependable financial backing of Security National Financial, our publicly traded parent company (NASDAQ: SNFCA). We've steadfastly weathered all the ups and downs of the economy and gained a reputation for outstanding leadership in the home loan market. We've got professional mortgage branches from coast-to-coast, and hundreds of experienced loan professionals ready to take you through the loan process with top-notch service. Not to brag, but we're consistently ranked a Top 50 mortgage company by Scotsman Guide in the United States.SpecialtiesAs a mortgage banker with Security National Mortgage we offer the most flexible loan programs for every situation. Whether you are 1st Time Buyer, Refinancing, Investing, building or you need a commercial loan with our vast bank network, Security National Mortgage maintains a competitive edge in the industry. We can arrange financing that many other mortgage companies can not. Our rates and terms are among the best in the industry.

At JMG Wealth Management, we take a client’s need approach. Our areas of experience include asset management, financial planning, life insurance, & disability income insurance. Though these are general in definition, they do apply to most people’s core for financial planning. Most people fail to develop a plan to meet their objectives, let alone know what their objectives are. That is where I can assist clients to discover what it will take to pursue their objectives and how we can get there.

Life Path Wealth Advisors offers strategies to help you save, invest, and work towards protecting your finances. We offer services to those that are just starting out, those that are already building their assets, small business owners, those preparing for retirement and those that have already retired.