The Individual Investor Act 22, passed in 2012, is a Puerto Rico Tax incentive or exemptions for a qualified investor that wants to establish their primary residency in PR. This was originally created as part of a strategy to activate . . .

One of the very basic rules in our industry is referred as the “KNOW YOUR CLIENT RULE!” Therefore, we always start with learning about your goals, your likes and dislikes, and more so that we may achieve the appropriate financial design . . .

Having the opportunity to work in the US and PR has given us the opportunity to gather experience in different markets, each of which addresses the subject of retirement with varying levels of commitment. . . .

For some unknown reason, most small and mid-size businesses lack a continuation plan in the event of the disability or death of the founder, associates, or key personnel. . . .

Employee Benefits may vary greatly among different industries; however, we can address and provide support in the following: . . .

With insurance, it’s crucial that your final selection is a product that’s the most competitive and can deliver the identified purpose. There are many alternatives out in the market, and our selected carriers are among the very top . . .

Designed with the primary financial goal of providing a lifetime income, annuities have most definitely evolved with time, from the many different sectors in which you may allocate your assets . . .

There are many different asset classes that you can look into to address this important financial objective for your children, grandchildren, or anyone you wish to help achieve a higher education. . . .

The Individual Investor Act 22, passed in 2012, is a Puerto Rico Tax incentive or exemptions for a qualified investor that wants to establish their primary residency in PR. This was originally created as part of a strategy to activate . . .