Vitucci & Associates professionally manages individual and company portfolio management with an emphasis on retirement planning. Investments are managed via active asset allocation. This approach allows for regular portfolio redeployment based on changing market conditions and the client’s tolerance for risk.
Financial advisor services that we can provide for you are:
United Planners does not provide tax or legal advice. Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.