The financial world can be very complex and intimidating. Claudio is a reliable and competent financial consultant working with your best interests in mind.
Claudio had been in the financial services business since 1989. He forms a long-term partnership with each client made up of trust and integrity to establish financial goals and ensure that all components are incorporated into an overall financial plan.
Your financial success is achieved with the implementation of a comprehensive financial plan. This would include the components to financial planning: Portfolio Planning, Tax Planning, Retirement and Estate Planning.
Client portfolios are reviewed regularly to ensure consistency with their financial plan. When necessary, they are modified and adjusted.
Insurance products available through Claudio Lisi.