who we are

we believe in a unique and customized legacy planning experience for each and every client.

our approach

Joseph Pereira has been in the financial services industry and tax preparation business for over 30 years in Miami, Florida.  He is a graduate of Rutgers University School of Business.  Just as important to him, is how life experiences have shaped his values.  He served as a medic in the 82nd Airborne Division and worked his way through night school for eight years with help from the GI Bill.  He has been involved over 25 years as a leader of youth activities at his church and coached softball in the Khoury League.

These experiences helped create a passion for the professional work of Retirement Planning, College Planning, and working with families.  His mission is to provide solutions and strategies to meet their financial needs and goals and keep as much of their hard earned savings away from the IRS as possible.