About Us
Our Story
We are dedicated to providing strategic insurance and wealth planning throughout the Central Florida area. Our goal is simple: to serve as a trusted advisor for our clients. As a living benefits advisory firm, we focus on offering unbiased guidance designed to provide long-term protection against life’s “what ifs.”
At JPB & Associates, we partner closely with our clients to deliver solutions built on trust, integrity, and respect—always using a collaborative, team-driven approach.
We are committed to supporting, educating, and empowering every client with the knowledge and direction they need to make confident financial decisions.
Services
Insurance Protection Solutions
Protect what matters most.
Comprehensive coverage options designed to safeguard your family and your financial future.
Includes life insurance, long-term care, disability, and critical illness coverage.
Retirement & Investment Planning
Build long-term financial confidence.
Personalized guidance to help you grow, protect, and manage your savings for the future.
Includes 401(k) and IRA strategies, annuities, mutual funds, college savings plans, CDs, U.S. Treasuries, and employer-sponsored retirement solutions.
Health & Employee Benefits
Support for businesses and employee groups.
Tailored benefit solutions that help employers care for their teams and plan for long-term stability.
Includes group health insurance and customizable health benefit plans.
Testimonials
"Your client's are fortunate to have a professional of your caliber and moral fiber assisting in their insurance needs."
Robert P.
"From the first time I spoke with JPB about my son’s estate they were very professional, compassionate, reliable and supportive. I thank this company for such a wonderful experience in my time of grief. Thanks again for being who you are."
Frank P.
"Jim Parks is knowledgeable, patient, and always willing to help. Great experience every time."
Elaine S.
FAQ
Why Choose Us?
We offer personalized financial and insurance solutions tailored to your goals. With decades of experience, we help clients make confident decisions about retirement, investments, and long-term protection.
How to Get Started?
Simply reach out to schedule a consultation. We’ll discuss your needs, review your current coverage or financial situation, and help you choose the right products and strategies for your goals.
What Makes Us Unique?
We focus on long-term relationships, not high-pressure sales. Our approach is built on trust, transparency, and personalized guidance for each client and each experienced agent we support.
What Products & Services Do You Offer?
We provide a wide range of solutions including retirement planning, investment products, life insurance, long-term care, disability and critical illness coverage, and group health and employee benefits.
How Do I Make Changes to My Policy or Account?
If you need to update your policy or adjust your financial plan, our team is here to help. Contact us anytime and we’ll guide you through the process quickly and clearly.
Can I Review My Coverage or Retirement Plan Regularly?
Absolutely. We encourage annual reviews to ensure your coverage or investment strategy still matches your needs and goals. We’re always available to help you make any necessary updates.
Contact Us
Get in Touch
Have a question or need support?
We’re here to help.
Reach out by phone, email, or by filling out the contact form below — and we’ll get back to you as soon as possible.
Our Preferred Partners
