About

“We would highly recommend working with Jack Peregrim. We really appreciate the knowledge that Jack shared with us regarding Social Security. This is a subject that can be very confusing in terms of what benefits you may be entitles to and when to claim them. Jack was also very helpful; beyond that with planning our retirement. Just Accountable Compassionate Knowledgeable = JACK”

“Meeting with Jack was incredibly helpful to us. His wisdom, knowledge, and expertise helped to guide us in forming a plan for retirement. We truly appreciate his honest and sincere desire to help us with no strings attached, all for what was in our best interest”

“We feel very fortunate to have met and worked with Jack. He is extremely knowledgeable and generous with his time, and clearly explains investment options. Jack has been a huge asset to our financial and retirement planning.”

“Jack has been a great help in assisting us with our retirement plan. He is very knowledgeable, explains all options thoroughly and always gets back with answers to any questions that may arise. We can highly recommend him.”

“My wife and I would like to express our sincere thanks for the excellent work that you, Jack have done for helping us manage our financial retirement nest egg. The invaluable research, expertise and attention to detail with which you have handled our financial affairs has put our anxiety at ease and helped us make clear sound investment decisions. You took the time to really get to know us personally and what our financial goals were in order to map out the best retirement financial solution that worked for us. Your extensive knowledge, dedication and sincere compassion to put us first and to tailor a complete package for our retirement financial needs will allow us to rest easy at night. Thank you Jack for all the hard work in securing a comfortable financial future for our retirement. You truly care about our family, finances and our future and my wife and I wish you all the best in life. “

“With so many fiduciary people and company’s vying for my business, it soon became complicated, confusing and misleading. I was not always getting the best advice, direction or information until I met Jack Peregrim. Meeting and working with Jack was a breath of fresh air; he was honest, extremely knowledgeable and always put my best interest first. Jack is truly a good man, who cares about people first. It is a pleasure to now call Jack my friend.”

“Jack was a tremendous help to me in navigating the ins and outs of Medicare, Supplemental and Advantage plans. This all occurred after the passing of my husband, who also used Jack to help him through the same process. Jack was very patient with me and was happy to meet with me many times to answer all my questions so that I was comfortable with my final choice. I always knew that Jack had my best interest at heart. He is a trusted friend who truly wants to help people and do good for them. I highly recommend Jack!”