Wealth Management
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A complete balance sheet allows us to offer you a global and synthetic vision of your situation. It is our working basis for establishing real financial planning.
Statement of assets
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Financial Statement
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Insurance and retirement assessment
Today more than ever, measuring the impact of a life accident, planning for retirement, and being able to anticipate it, is essential. Performing an audit and a social protection assessment is essential. ...
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Report of your tax situation
The rules of French taxation are a real labyrinth... Difficult for everyone to navigate and it is more likely, at the time of the declaration of income, to simply ask what sauce we will be eaten with! However, a...
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