Will your Retirement be Everything You’ve Dreamed Of?
We’ll Be Your Trusted Partner in Building a Secure Retirement
Will your Retirement be Everything You’ve Dreamed Of?
We’ll Be Your Trusted Partner in Building a Secure Retirement
Accumulate Assets. Protect Assets. Live Life Assured.
about us
Achive Your Financial Goals To Secure Your Future!
Whether you are looking forward to retirement or currently enjoying it, our financial professionals provide the peace of mind needed to protect your hard-earned assets now and into the future. We have been Federally and State Licensed in both the Insurance and Investment portions of the industry for over 37 years. Our licenses and our experience in the industry provides us with knowledge and insights that less experienced professionals may lack.
our services
Plan with Purpose. Grow with Confidence.
Whether you are looking forward to retirement or currently enjoying it, our financial services provide the peace of mind needed to build and protect your hard-earned assets now and into the future.
We help our clients achieve their financial goals by providing and implementing holistic financial plans that maximize the accumulation of assets by Eliminating Debt (often Recovering some or all of the payments).
Meet Bert Pearlman
Licensed Independent Financial Advisor
I am a Financial Advisor with a career spanning over three decades in the Financial Services industry.
I have held multiple state and federal licenses in numerous states since 1988, demonstrating my extensive experience, expertise and commitment to providing comprehensive financial guidance.
Our Guarantee!
We guarantee that if we can’t craft a plan that reduces your retirement income taxes by at least 50%, you won’t pay a dime for our services.
Testimonials
Our customer reviews
Assurance Assets helped me preserve my inheritance and grow it without the stress of market swings. I finally feel financially secure
— Karen S.,
Retired Educator, Florida
Testimonials
Our customer reviews
Assurance Assets helped me preserve my inheritance and grow it without the stress of market swings. I finally feel financially secure
— Karen S.,
Retired Educator, Florida
Testimonials
Our customer reviews
Assurance Assets helped me preserve my inheritance and grow it without the stress of market swings. I finally feel financially secure
— Karen S.,
Retired Educator, Florida
Trust In over 35 Years of Financial Experience!
FREE, No-Obligation Set of “Essential Reports”
This is a comprehensive analysis of your current retirement plan and what we can do for you.
contact info
Have a question or idea? Let’s talk!
Or book a brief, no-obligation introductory appointment to determine if we are a good fit for your goals:
