RAFAEL NANI

Financial Advisor

Empowering you to Fulfill your Financial Aspirations

Solutions meant for you

Personalized Tax Planning

Take control of your taxes with our best-in-class advice, information and tax preparation services for residents and foreign investors in the United States. With the partnership of Larson Accounting Group you will experience the most efficient tax planning, protect your assets and maximize your return on investment.

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Comprehensive Portfolio Management

Reach your financial aspirations with our portfolio management services. We have the expertise to construct a well-diversified portfolio tailored to your investment objectives. Enjoy peace of mind while we diligently monitor the market and expertly manage your portfolio for you.

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Financial Planning for All Needs

Secure your future with our specialized retirement, health insurance and risk management plans. We offer tailored solutions designed to protect your retirement funds and ensure a comprehensive risk and health coverage providing peace of mind for you and your loved ones.

Secure Your Future

Asset Structuring

Maximize the potential and safeguard your assets with our comprehensive asset structuring services. We specialize in creating tailored strategies while ensuring protection against potential risks.

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An Innovative Strategy

We provide all-in-one solutions prioritizing your asset protection, seeking the highest rate of return, while providing a comprehensive wealth planning. We bring the best of both worlds: investment management with tax efficient strategies, to protect and deliver higher returns in the long-term.

Hi, I’m Rafael Nani

A certified Financial Advisor with over a decade of entrepreneurial and investment experience in the United States.

I specialize in a wide variety of solutions, from retirement to estate planning and more. My commitment lies in crafting tailored strategies to assist you in achieving your financial goals and establishing a resilient legacy for the future.

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Learn more about how you can start reaching your financial goals today with our full range of services and expertise.