About Our Practice
As you progress through life, success and change add complexity to your financial picture. Ask yourself this: Can multiple financial consultants working independently of each other, with the knowledge to advise you only within their specialized field, help you achieve your goals?
Nearly 8 years ago Jason & Sonia Vitucci sat down together to establish what their ideal financial planning practice would look like. They had just completed yet another frustrating year in the industry—Jason having advised clients regarding complex planning decisions, but not quite able to implement a comprehensive plan due to the fragmented nature of the financial services industry.
The couple’s vision was to create a service that would integrate advice across the overlapping global puzzle of personal finance to put clients in a position to make confident financial decisions. With the help of our experienced team we have executed on the goal of integrated planning.
Our continued commitment is to work closely with clients to help them navigate life’s challenges. Our practice has developed a specialty in helping pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk.
We achieve our vision through our 3 fundamental absolutes:
Integrated -- The traditional nature of the financial services industry is such that each element operates independently of the other. Consequently people have separate and disparate plans for tax, investments, insurance, and financial & estate planning. Our service integrates these by using our in-house team to address and evaluate your current financial condition and take full advantage of the overlapping areas of personal finance. This has allowed us to add significant value to all of our client relationships by addressing pitfalls and opportunities ahead of time.
Independent -- As an independent financial advisory practice, we work impartially for our clients rather than representing a specific insurance company, bank, or Wall Street wirehouse. This places us in an unbiased position--right on Main Street as independent business owners. Independence also offers us the autonomy to offer clients the most suitable options in striving to achieve their goals without being constrained by cookie-cutter plans or corporate agendas. It is this objective approach that builds trust in our client relationships and allows you to be confident that the strategies we use are recommended without bias.
Invested in Our Relationship -- In the same vein as our independence, being a fee-based financial advisor puts us on the same side of the table as our clients. CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS owe their clients an ongoing fiduciary duty to provide full and complete disclosure of all fees, conflicts of interest, and if so authorized, to recommend investments with only their clients' best interests in mind. Working with a fee-based advisor keeps you less reliant on product salespeople, generic financial tips, or the word on the street.
Vitucci Integrated Planning operates independently of First Allied Securiites.
Staff Photography by Eric Carlson