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RAFFAELLO LANZILLO
Independent Financial Advisor

PENSION AND SUCCESSION
Evaluation of the client's current pension position.
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Planning of the pension future, with analysis of possibilities and risks.
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Advice on choosing the most suitable financial products for pension planning, such as pension funds and life insurance.
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Advice on the management of pension investments and on the choice of the most appropriate tools for portfolio diversification.
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Advice on the management of contribution obligations and on the procedures for joining social security funds.
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3rd pillar
Social security and inheritance insurance
Pension financial instruments
Provident mortgage (indirect amortization)
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