I'm James Perez
After having spent many years in the insurance industry, my team and I recognized that there was a disconnect between insurance carriers and their clients. Our goal is to provide you with a high level of care and personalization with all your insurance needs.
Curated articles, videos, and more, for an educated—and insured—you.
Taking steps to protect what matters most as you enter retirement can be challenging. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore insurance options.
Independent means we’re not tied to any one insurance carrier. In other words, we can research rates and coverage options from several top insurance companies to find the best policies for you. We shop and compare to save you time and money.
"It has been months since we first met with James and his team, and they've made handling all our insurance needs a breeze."- Sara Customer
"James and his team provide world-class insurance advice on a very personal level."- George Customer