Advice and Financial PlanningbyProfessional or personal
Advice and Financial Planning.
A service designed to meet the investment, estate planning, financial and tax needs of individuals or family groups.
Definition of the client's objectives and priorities (security, liquidity and profitability), then developing and presenting investment alternatives and finally executing the defined investment strategy with periodic monitoring of it.
Diversification and neutrality in terms of financial products to be used: national and international investment funds of different managers, guaranteed savings policies, derivative products, etc...
Characteristics of Advice and Financial Planning:
- Personal attention
- Individualized management
- Varied product selection