Our services

planification financière

The conclusions we draw take our partners' efficiency, promptness and rigour into account.

Our main challenge is to find suitable long-term solutions in order to secure income, optimize fiscal policy and anticipate... the unpredictable.

1. Undertaking financial planning with our clients:
narrowing down the client's actual needs;
evaluating his entire income, whether it be known, predictable or yet to be calculated;

2. Elaboration of synthesis
drawing up simple and chronological diagrams which include expenses (taxes, rent, costs, everyday life, hobbies, ...) and income (social insurances, income from investment, lump-sum benefits,...);
highlighting of assets and loopholes;
evaluating risks

3. Looking for solutions:
These solutions, in order to be efficient, have to be planned long before the effective date of retirement or before any important life event.