Vida Plan is a consulting firm that offers an integral financial planning diagnosis specially designed to meet client´s needs. We firmly believe that the correct financial readiness allows men and women to reach their dreams with ease.
More than selling a product or placing a plan, we aim to grow with our clients, with long term relationships; evolving with them through every stage of their lives.
Our financial planning diagnosis includes retirement, saving and investment strategies, education plans, medical insurance and any other financial support our clients may require.
Our areas of expertise include:
- Regular savings for multiple purposes
- Wealth management
- Retirement planning
- College savings plans & trusts
- Health and Medical insurance
- Life Insurance guidance
- Tax efficient investing for small and medium sized companies
- Home and Property Insurance
- Car Insurance coverage
Company Details
- Employees
- 6
- Founded
- -
- Address
- Laguna De Términos 221, Granada,mexico City 11460,mexico
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fraternipatrimonial.com
- Keywords
- Retirement planning, College savings plans, Health Insurance guidance, Life Insurance coverage, Wealth Management.
- HQ
- Granada, Mexico City
Vidaplan Questions
Vidaplan's website is fraternipatrimonial.com
Vidaplan's LinkedIn profile is https://mx.linkedin.com/company/vidaplan
Vidaplan has
6 employees.
View email and phone details for 6
employees at Vidaplan.
Vidaplan's industry is
Financial Services
Vidaplan's top competitors are
Allianz México,
Nissan Motor Corporation,
Vidaplan S.a.,
Adhes México.
Vidaplan's categories are Financial Services
Vidaplan's founding year is 2013
