
Licensed Insurance Broker & Financial Services Professional
As a Licensed Insurance Broker and a Financial Services Professional, my mission is to work with you to help identify your goals, understand your needs and offer you products and services that can help you live with peace of mind. As we say at Perez Insurance & Financial Services,
"Being insured is not a luxury, it's a NECESSITY."
At Perez Insurance & Financial Services, we are committed to helping protect our customers from the unexpected though flexible solutions to fit their needs and budgets. As a team, we strive to be the preferred source for insurance and financial needs in our community. We provide our clients with insurance and financial products & services that:
- Protects
- Accumlates
- Distributes
Personal and Business assets with tax advantages.
Let's keep the conversation going.
I'm here to help you with more than just protection, Let's talk about:
Your dreams
What are your long-term goals or plans?
Your family
What would you like to leave
behind for family or others?
Your finances
Do you have any big purchases planned?
Your business
Are you using the tax benefits available for offering health/retirement plans to your employees?
There are numerous ways to help protect the things you love the most in your life, we strive to find the product best fit for YOU! You can live your life care free with have the comfort of knowing you are covered for any situations, anywhere at anytime. Our goal is to be the preferred source for insurance and financial needs by doing so, we are committed to setting the standard of excellence among our competitors by providing the best customer expirence possible for you.
Newsletters
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Fixed for Life: What Can an Annuity Do for You?
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
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Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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Small Businesses Should Prepare for Stronger Tax Enforcement
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
Calculators
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529 college savings plan
What are the advantages of a 529 college savings plan?
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Life Insurance
How much Life Insurance do I need?
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Long-Term Care
How much do long-term care services cost?