Insurance seems to be one of those things that when we don’t have is when we need it. There are lots of types of insurance: term, whole life, long term care, home and property, automobile, liability and even earthquake. So what do you really need? There are a lot of factors. Any way you want to look at it, insurance planning has to be a part of your financial plan.
We are licensed professional advisors and can offer you a wide variety of financial plans tailored to your needs and insurance planning is part of that. Did you know there are ways for you to insure yourself and have your money invested? And that your old insurance policy may be restructured in your favor.
Being fee based and independent means we are not obligated to any particular financial product or products. Our motivation is the same as yours: increase the value of your investments.
Vitucci & Associates has a team of partners and employees that actively manage your investments. We call it active asset allocation. We monitor market indicators throughout the world every day and make buy and sell decisions for you based upon your individual risk level. You can monitor the progress of you investments on line 24/7.
Please feel free to call and schedule a no obligation, no cost insurance planning consultation at any of our 16 Bay Area offices.
*Services offered through Vitucci & Associates Insurance Services. Advisors may charge a commission when acting as a Registered Representative in a brokerage account.