Insurance Planning Financial AdvisorsInsurance 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.

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 has to be a part of
your financial plan.We are trusted, licensed professional advisors and can offer
you a wide variety of financial plans tailored to your needs
and insurance is part of that plan. Did you know there ways
for you to insure yourself and have your money invested?
And 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.
Unlike commission based financial advisors who really
have no vested interest in you financial growth, 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.
Vitucci & Associates is government regulated by FINRA
and insured by SIPC for up to one hundred million dollars.
Please feel free to call and schedule a no obligation, no costinsurance planning consultation at any of our 11 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.