Jack Peregrim brings more than four decades of extensive and successful business experience to his work helping individuals navigate the complexities of retirement. His career has included managing large business operations within global corporations, founding and leading his own international business consulting organization, serving on numerous boards, holding executive officer positions within major associations, and serving in executive and director-level roles with companies and corporations.
Over the years, Jack developed a deep understanding of how effectively businesses plan, manage resources, and make important financial decisions. Yet, in recent years, he recognized something that many individuals may also experience: the same level of planning and attention often isn't applied to their personal finances and long-term future.
Jack experienced this firsthand when he looked closely at his own situation. He realized that he had devoted more time and effort to managing company investments than he had to managing his own. That became especially apparent when he began examining his own Social Security options, healthcare decisions, and investment portfolio.
That personal experience became a catalyst for a new commitment—to help others become better educated about the many financial, healthcare, and lifestyle decisions they will face throughout their lives, particularly as they approach retirement. Retirement can bring a series of important decisions, each with complex considerations and long-term consequences. Jack believes the best decisions begin with understanding the available options and determining which choices are appropriate for each individual and family.
Jack is the published author of Winning Your Fourth Quarter, a retirement planning guide that has been featured in interviews on ABC, NBC, FOX, and CBS. As a Certified Financial Fiduciary® with more than 30 years of real-world financial planning experience, he is dedicated to helping individuals make informed retirement decisions with greater confidence.
Jack also volunteers his time as an educator with AFEA, a 501(c)(3) nonprofit organization dedicated to providing unbiased retirement education. His mission is straightforward: to educate, inform, and help people make the best decisions for themselves and their families.
Through his education and planning work, Jack helps individuals better understand their financial, healthcare, Social Security, and lifestyle options—and identify the often-overlooked sources of value he calls their “invisible money.”
For Jack, retirement planning isn't simply about managing money. It's about understanding your choices, preparing for what lies ahead, and making decisions that support the life you want to live in YOUR fourth quarter.
