warning icon
YOUR BROWSER IS OUT OF DATE!

This website uses the latest web technologies so it requires an up-to-date, fast browser!
Please try Firefox or Chrome!

SAVINGS & RETIREMENT

CONSTITUTE  • MANAGE • TRANSMIT

The French save about 15% of their income… How about you?

MAKE A RETIREMENT REPORT

First, make a retirement assessment. A simulation of your pension rights will be able to specify the amount you will receive from the compulsory scheme. This will highlight the shortfall from your current income.

Every reason to believe that there is a major interest to build the future additional income you need for yourself.

Then, no matter the heritage strategy adopted, but you need to act as soon as possible. This way you will be able to maintain your standard of living and easily move on to retirement.

We often tend to postpone the time to take care of it. Serious error. It is necessary to save as soon as possible, even very modestly to start.

Because the most important thing is not the amount of your savings. But it’s the length of your investment that will leverage the duration.

So you will do “double shot”. You are saving today for your retirement. Then, tomorrow you will be able to transmit to your relatives in the best tax conditions.

HOW TO OPTIMIZE YOUR RETIREMENT?

You can do a double savings by signing a contract of retirement as part of the PERP, the popular Plan of retirement savings, accessible to all, or as part of the Madelin Law reserved for Independent workers.

Premiums paid are tax deductible. So you can also put your tax savings on a life insurance policy. In this way, you will eventually get both a pension and a capital.

The urgency is to think about the long-term

OUR SERVICES 

  • Make a simulation of your rights to retirement
  • Select the products adapted to your investor profile
  • Optimize your savings all the time of your placement
  • Take advantage of the tax benefits of life insurance
  • Anticipate by acting now

INTERESTED BY THIS SERVICE ?

TELL US ABOUT YOUR PROJECTS

CONTACT US


loading
×