My Services

As a New York Life agent, I am here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. I will work with you to:

1. Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.

2. Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

3. Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend some insurance and financial products that can help you achieve your financial goals.

4. Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors.

5. Monitor progress; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. I will work with you over the years to help keep your program on track with your changing needs.

Disclosure

Gilberto Perez Jr is an agent of and 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 #0I40521), KS, LA, MD, NM, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Gilberto Perez Jr 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, 2800 W Trenton Rd Ste 2812a, Edinburg, TX, 78539, 956-630-9115. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, DC, MD, NM, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Gilberto Perez Jr is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, DC, MD, NM, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.