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Jose P

Series 65, Series 63

Natalia, TX

Retire Lab LLC

Jose Perales is the principal advisor at Retire Lab LLC, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has worked at firms including USAA Financial Advisors and Forthright Capital Advisory. Outside of his advisory work, Perales manages a local football league, Fierce Sports Nation, which organizes tournament-style events and fundraising activities. Retire Lab LLC, operating in Texas as Teachers Financial Group, provides investment management, financial and retirement planning services primarily for individuals, high-net-worth clients, public employees, and retirement plan sponsors. The firm offers discretionary portfolio management tailored to client goals and coordinates with other professionals as requested.

Retirement income strategy Social Security optimization Medicare planning Annuities Tax-loss harvesting Retired Founder/Business Owner Public Service Employee Approaching retirement Retired Values-based investing
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