The analysis of the pension and insurance situation starts from a definition of the status of the potential risks of the customer to find the correct sizing of the investments.
After assessing the status of the coverage, the financial advisor provides a complete picture of the customer’s pension and insurance situation so that he can decide, data in hand, whether to maintain, integrate or replace the current solutions with more efficient ones.
After years of entrepreneurial activity, within an important family group, I realized that something was missing in the financial services market: a competent interlocutor capable of combining independence and clarity.
Dr. Alessandro Vannucci
Via Rubens 10
20148 Milano
Contact me if you want to get a financial checkup or want more information about the services offered