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Sarah Perez headshot
Licensed Insurance Broker & Financial Services Professional

At Perez Insurance & Financial Services, we understand the importance of protecting your personal and business assets, as well as helping you accumulate and distribute your wealth. We offer a range of insurance and financial products and services that can help you achieve these goals while providing tax advantages. Here's how we can assist you:

1. Protection: We provide various insurance solutions to safeguard your personal and business assets against unexpected events. This includes life insurance, health insurance, dental insurance, disability insurance, long-term care insurance, and more. Our goal is to ensure that you have the necessary coverage to protect your assets and provide financial security for you and your loved ones.

2. Accumulation: We offer a range of financial products and strategies designed to help you accumulate wealth over time. This includes investment options such as mutual funds, stocks, bonds, 529 plans, 401(k) plans, IRAs, and annuities. We work closely with you to understand your financial goals and risk tolerance, and then create a customized plan to help you grow your wealth efficiently.

3. Distribution: When the time comes to distribute your wealth, we assist you in creating a plan that maximizes tax advantages while ensuring your assets are distributed according to your wishes. This may involve retirement planning, estate planning, and creating strategies to minimize tax liabilities for you and your beneficiaries.

Our team of licensed insurance brokers and financial services professionals are dedicated to providing personalized guidance and tailored solutions to meet your specific needs and budget. We strive to be the preferred source for insurance and financial services in our community, and we are committed to helping you live with peace of mind.

In the realm of financial planning, many individuals and businesses share the goal of finding effective solutions to minimize taxes. At PEREZ Insurance and Financial Services LLC, we understand the importance of a proactive tax strategy and the potential savings it can bring.

Unlike traditional billing models that can leave you uncertain about the return on your investment, we approach things differently. Instead of focusing on billable hours, we prioritize problem-solving and provide customized solutions that cater to your unique needs. Our philosophy is centered around achieving outcomes that directly correlate to the actual savings we generate for you. This ensures that your investment in our services delivers tangible results.

We recognize that effective tax reduction requires a proactive approach and a comprehensive understanding of your financial landscape. That's why our team of experienced professionals takes the time to sit down with you and collaborate closely at every step. We create a personalized tax strategy that is tailored to optimize your savings.

Countless individuals and businesses have witnessed impressive savings firsthand through our services. From freelancers to small enterprises, we consistently deliver significant reductions, empowering our clients to reinvest saved funds back into their core objectives.

Our commitment to problem-solving and our focus on generating substantial savings for our clients make us the ideal partner on your journey towards financial optimization. Leave behind the uncertainty of billable hours and join us in embracing our outcome-driven approach to maximizing tax reductions. Together, let's unlock your full financial potential!

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Sarah Perez is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #2125602), CT, FL, KY, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sarah Perez is licensed and authorized to offer insurance in California, but PEREZ INSURANCE AND FINANCIAL SERVICES, LLC may not be. For additional information on California licensure status, please click here.

Sarah Perez is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 17 Mckinley Ave, Lawrence, MA, 01843, 978-258-5021. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MA, NH, NY, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

PEREZ INSURANCE AND FINANCIAL SERVICES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither PEREZ INSURANCE AND FINANCIAL SERVICES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​