Bella Vita Insurance Solutions works with business owners to equip them with the tools to grow and protect their company. Clients are business owners who have built great companies, but have not taken the time to address the potential opportunities and threats that small and medium business owners face.
“Through our process, we help our clients have the security and freedoms to enjoy their business and more time with their family, by helping them implement a strategy that meets their financial priorities. Our clients apply these strategies to help grow their business, recruit and retain key employees, mitigate risk by planning for contingencies, protect business and personal assets, and plan an exit strategy,” stated Christina Rosario, Bella Vita’s founder and President.
A complementary consultation with Bella Vita may provide the business owner with a business gap analysis and financial priorities assessment, as well as an informal company valuation and buy-sell review.
Bella Vita Associates is a licensed insurance agency, providing the lines of life, disability and annuities across numerous carriers in order to provide clients with the best insurance products on the market. The firm has established a strategic partnership with Wealth Strategies, Inc., as well as Universal Financial Consultants and Diversified Brokerage Specialists.
Business owners interested in learning more can visit www.bellavita.us. If interested in scheduling a consultation, call (561) 244-2540 or email firstname.lastname@example.org.
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Bella Vita Associates, LLC, an exclusive management consulting firm in South Florida, provides Consulting Services and Insurance Solutions to small and medium businesses, (BellaVita.us)