MIGUEL E. PEREZ· Vice President of Operations
MIGUEL E. PEREZ· Vice President of
Operations
Miguel was recruited for his natural ability to connect with people, along with his charisma and fresh perspective. Without a doubt, the trust and relationships he developed during his time in the restaurant industry have provided the ideal foundation for him as a financial advisor.
He is naturally talented at developing strong relationships, understanding client’s underlying needs and most importantly, helping them identify solutions that were not brought to light. Miguel has a gift for making people feel comfortable and understood. Attention to detail, clear communications, and empathy are just a fraction of the qualities Miguel’s clients see in him.
Miguel is a proud alumnus of Florida International University (FIU), where he graduated with a bachelor’s degree in Business Administration. His passion is in helping families and small business owners grow and protect their financial future.
Miguel is happily married to his lovely wife Tiffany. Away from the business, he enjoys backyard BBQs and spending time with family and friends.
“Being successful doesn’t mean having it all but appreciating what you have”.
UNIQUE PROCESS
You are faced with an impactful financial decision, usually accompanied with worries, doubts, and anxiety.
Who wouldn’t feel that when presented with a decision that will determine the future for you & your loved ones.
There are always solutions, sometimes too many & too complicated. We do the digging so you can do the living, our team filters distorted information to provide clarity during the decision making process.
WHAT WE DO
Individual Protection
Protection for Foreign-Nationals
For over 40 years, we have
specialized in meeting the financial planning needs of our …
Wealth Preservation & Tax Savings Strategies
sheltering your assets; …
Estate Equalizer
This is a practical strategy to fairly distribute assets amongst heirs, providing for a balanced …
Business Protection
Business Succession Planning & Exit Strategies
– Keep a business in the family …
Buy-Sell Funding
A buy and sell agreement is a legally binding contract, which stipulates how a partner’s share of a business …
Key Person Insurance
Do you have a Key Employee who your business depends on?Replacing a key person takes …
