Category: Uncategorized

Easing Into Retirement

ease into retirement

Imagine today is your first day as a retiree. Do you have a plan for today and for the following weeks, months and years? How do you envision your new life? With whom will you spend your days? Do you have enough savings to enjoy life and pay for your… Learn more »

Your Key to Delightful Experiences

Su llave a experiencias exquisitas

Imagine that you could take part in special events, take advantage of unique offers, gifts, discounts, and even a free personal concierge at The Mall of San Juan. Plus, you could leave your car with valet parking that is always complementary. Well, you should know that you have a Key… Learn more »

Holiday Season: A Time to Give


For the third consecutive year, the funds destined for our clients’ Christmas gift will be contributed to a non-profit institution. This year, it will be for the benefit of CODERI, an entity that provides special education services to children and adults. We invite you to learn more about the great work this institution does by watching the following video.