Protecting one’s assets and future from unforeseen events is a universal need, but navigating the myriad of offers on the insurance market can be complex. Turning to an independent financial advisor means relying on a specialized professional capable of choosing the most suitable solution.
The independent financial advisor helps their client to define a priority scale and to plan a proper risk management: they analyze the client’s financial, real estate, and human capital, identify the risks to which they are exposed, and evaluate which of these require insurance coverage.
Once the client’s actual needs and the appropriate insurance company have been identified, the independent advisor examines the proposed insurance contracts to ensure the best possible protection for their client.