the value of knowledge
OUR SERVICES
Insurance
Nowadays, taking out insurance is not just about buying a policy. It is necessary to identify the associated risks. Once these risks have been identified, they should be measured, minimized and, when applicable, transferred to an insurance provider. All under special conditions that ensure the protection of their heritage. We work only with the best companies and the best products according to your needs and your budget.
Personal project planning and retirement
Have you thought about where the resources for the higher education of your children will come from? Have you analyzed the resources necessary to acquire your beach house or, well, so that the money continues to reach your hands once you leave? We will help you solve these questions and find out how to provide these resources through proper planning.
Integral consulting
We have the best professionals in the area of engineering, accounting, finance and auditing that permanently help to model the solutions of each client. Depending on the context, we will help our client with his personal tax planning or the planning of his company. This will allow you to create a financial
shield to ensure the continuity of your business beyond the present
generation.
Loan brokerage
We provide the service of analysis and achievement of personal and commercial mortgage loans in the plaza.
Disability
Any person, physical or legal, has the risk of losing their income due to a serious illness, an accident, among others. We have financial products that will allow you to protect yourself against a significant loss related to this issue.
Medical responsibilities
It is known that a significant number of medical-surgical procedures do not result for different reasons. Practicing doctors can face, today more than yesterday, civil and criminal actions that can cause a catastrophe in their personal, family and business finances. We have products to protect your assets before such events.
Life Settlement
In very special circumstances during life a person can need in life to advance the benefit of their life insurance or what is the same charge in life the benefit of the policy that would normally pay your family compensation at death. We have the means for you to advance under certain conditions to advance this money for a specific purpose that you have.
life insurance claims
Many life insurance claims are lost. The beneficiaries of the deceased can not receive the benefit of their family member’s policy.
Surely you have all the right but you have to know how to claim it.
Go with us and make sure you receive the benefit. We are at your service to accompany you in this management.
Diamonds
Confidence in the currency decreases more and more because the money is losing its purchasing power. It is no longer so convenient to accumulate great fortunes in the bank. Investment diamonds are a very select group of diamonds because of clarity and color. So much so that out of every 100,000 diamonds, one is an investment. And they are a safe haven for investors who at one time fear the collapse of stock markets, frauds and bankrupt banks. Ask us about the new pocket “real estate”.
Executive Retention Programs
Using financial products and well-designed programs according to each company, we can establish a strategic plan with which you can retain those units of the executive team that today do not only look for a salary but benefits that guarantee a healthy future in your Corporation.