Whether you are a company director or an individual, it is essential to be assisted in order to optimize your taxation and better prepare for your retirement.
Our experts assist you in this process. Through an audit of your financial situation, your retirement and your social protection, we are able to provide you with specific advice tailored to your needs.
We have a 3-step approach:
Carry out an interview
This is a discovery step that will allow us to apprehend your professional and personal status, your resources and expenses and your level of taxation. With this step we will identify your goals and define your priorities.
Establish a strategy
During this second step, we carry out an analysis to identify the strengths and weaknesses of your assets according to the objectives defined previously. We then recommend a strategy with specific investments adapted to existing assets.
Finally, we draft a report and we offer follow-up services in order to adjust the strategy if necessary. Indeed, during family or professional events that may change your situation, this regular monitoring allows us to adjust our advice.
Interested in wealth management services?
2 bis rue de Villiers 92300 Levallois Perret
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