Insurance - , Center District, Israel
A boutique in the field of pension portfolio consultancy, planning and administration. with a specialist expertise in the requirements of keymen, high-networthemployees and company owners/major shareholders. This service is provided to employers and to individual employees, self-employed professionals and to private company owners and/or major shareholders. Specialists in retirement planning with an accent on maximal tax-efficiency, tailor-made investment portfolios, monthly guaranteed pensions and individualized arrangements for wealth distribution to the next generation. Qualified (university diploma) and experienced councellors in Financial Geruntology provide an ongoing and diversified unique service in this specialized field of preparation and coaching to incumbent retirees, embracing all of the points of concern for this potentially traumatic milestone in their lives.
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