Special expertise

The chartered accountant puts his skills at the service of individuals to support and advise them in optimizing their personal tax and wealth strategy.

Our retirement expertise

Our staff are able to advise and manage the following areas for you:

Retirement report:

– Career reconstruction
– Collection of statements from the various pension organizations
– Calculation of your pension rights
– Analysis of your optional contracts (Madelin, Article 82, Article 83, Others)
– Analysis of other aspects of retirement: reversion, anticipation
– Projection of your current rights

Retirement and simulation strategy definition:

– Goals definition
– Study and proposal of solutions
– Projection of the solutions retained with integration of the current rights