Our services
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 risks3. 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.