My services
Wealth strategy advice
Development of a solid strategy for you, based on your objectives, your priorities and your investment horizon: Real estate investments, financial investments, wealth diversification
Creation and management of assets
Help you create value for your household, by identifying the best investment opportunities, optimizing your portfolio and helping you manage risks: Assurance Vie, SCPI, PER, PEE, PEA, FCPI, FIP, Life Insurance
Tax optimization
Help you optimize your tax burden, by analyzing your tax situation and offering you solutions adapted to your business.
Protect your loved ones
Family protection, life hazards, Work Invalidity
Prepare for your retirement
Retirement balance sheet, PER, PERCOL
Organize your transmission
Pass on your assets to your loved ones at a lower cost
My Credentials
RSAC of Toulouse n°: 947 945 390
Recorded at ORIAS n°: 23005350 - MIA / MIOBSP / ALPSI
RCP n°7400023129 with Zurich Insurance
T card CPI31012015000001813
The stages of my approach
1
Financial analysis
Analysis of your financial status: study together your financial situation and determine your goals:
confidential and personalized.
2
Strategy Proposal
Present to you an optimized and personalized overall strategy, allowing you to achieve your goals.
3
Finalization
Select and set up together the supports that are suitable for your financial projects and your means.
...
Follow Up
Be at your side, to follow up your wealth strategy, and evolve it in time.
Address
18, rue Vaudetard
92130 Issy-Les-Moulineaux
Phone
+33 6 46 53 77 56