We are The Architects for Your Financial Future.

We are The Architects for Your Financial Future.

Complimentary Consultation

Insurance Consulting

INSURANCE IS FINANCIAL PROTECTION

Unexpected things happen in life, which is an undeniable fact. We can help you protect yourself financially from tragic events. Our insurance consultants sit down with you to determine your insurance needs.

We are an experienced consulting team. We help individuals, families, and businesses. Insurance is an important layer of protection for every financial blueprint.

KNOWLEDGEABLE INSURANCE CONSULTANTS

We have a great deal of experience in the ever-changing field of insurance. To find the best coverage available, we work with different providers. We are not captive agents, which limits your options. 

Our team can put together the best insurance package for your needs. We can also help you implement that plan. Start working with us today!

FREE QUICK QUOTE

LIFE INSURANCE

Life insurance is financial protection for your family and loved ones. It is a financial parachute for your dependents in the case of an unexpected death. Life insurance can also be an asset in retirement planning and long-term investment. Our insurance consultant team can sit down with you to determine which life insurance package is right for you.

Here are some types of life insurance we work with:

  • Executive Bonus Life Insurance plans for businesses
  • Buy-Sell Agreements for business partners.
  • Children’s Life Insurance as a long-term planning strategy
  • Whole Life Insurance
  • Variable Universal Life
  • Term Insurances

DISABILITY INCOME INSURANCE

Disability income insurance is an important protection against tragedies that could impact the rest of your life. If you are too sick or injured to work, disability income insurance provides peace of mind to your loved ones.

We consult about disability insurance for individuals, as well as specialized plans for business owners and partners. Protect your and your family’s financial future. Discuss with us how disability insurance could benefit you.

Here are a few of the types of plans we offer:

  • Disability income insurance for business owners
  • Buy-sell planning for business partners
  • Disability income insurance for individuals

LONG-TERM CARE INSURANCE

Long-term care insurance provides healthcare services when you need them the most. This might be in-home care or long-term care in a facility. These services are expensive, often eroding your wealth exponentially.

Protecting against costly extended medical bills is an important part of your financial blueprint. Protect yourself and your family against this by consulting with us to see if long-term care insurance is right for you.

Here are a couple of the types of plans we offer:

  • Standalone long-term insurance plans
  • Hybrid insurance plans for maximizing benefits

Client Testimonials

"Highly recommend! Vincenzo and his team do an excellent job of communicating and advising on a breath of financial matters. I trust them and I value their guidance highly."

Dennis Hilton
(CRN202607-6692116)

"I have been working with Vincenzo at VIS Wealth Partners for about five years and he has helped us put in place a well diversified strategy to achieve our short term and long term financial goals. He is both highly competent and cares on a deeply personal level. We are extremely grateful for the peace of mind we have regarding our financial future thanks to his and his team‘s efforts on our behalf. I highly recommend VIS Wealth Partners to anyone in need of a financial adviser. I wish we had found them sooner."

Roland Schelasin
(CRN202607-6692152)

"When we met Vincenzo and his team for a consultation over a year ago, I had no intention of changing financial advisors, having a longstanding relationship with our past advisor. After meeting with Vincenzo for the first time, it was apparent he is passionate about financial advising and individualizes his recommendations based on his clients’ goals and their entire investment portfolio."

Cecilia Inman
(CRN202607-6692136)

"Vince and the Team have been great to work with. They have helped us implement beneficial plans and provide tools for managing our portfolio. Best decision we made for our financial planning and peace of mind."

Fernando Berrios
(CRN202607-6692126)

"Vincenzo and his team are great. They are responsive, communicative, and always take the time to make sure I understand my finances. I trust and highly recommend them!"

Elizabeth Kramer
(CRN202607-6692101)

Helping People Create Sound


Financial


Solutions For Their Retirement Assets

Complimentary Consultation

Helping People Create Sound Financial Solutions For Their Retirement Assets

Complimentary Consultation

254 Commercial St Suite 245,
Portland, ME 04101
207-838-8458

Office Hours:

Mon-Fri: 7 am-6 pm
Sat-Sun: By Appointment

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your situation. Some of this material was developed and produced to provide information on a topic of interest. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC . Vis Wealth Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500.

CRN202506-5441825

Online Privacy Policy | Legal Notices

Broker Check
Website Design & Development © 2024 Links Web Design, Bangor, Maine | Sitemap
Website Content Copyright © 2024 Vis Wealth Partners