Retirement Planning


Preparing a new lifestyle

  • Without monthly salaries credited on your bank account.
  • In anticipation of this event, you can or will have to modify your asset portfolio to insure having sufficient liquidity for the daily life and its expenses.
  • A reduction of living surface (sell a big house and buy a smaller apartment) can generate new liquidity to be invested. We can offer various solutions in this respect.

In depth analysis of your fundamental needs

  • This the first step to determine the various alternative solutions to your concern.
  • A personal and detailed presentation is following with discussion, questions & answers, in order to establish the optimal/best solution.
  • After your approval, follows the implementation process which we will carry out, keeping your constantly informed until finalization.

Your benefit is knowing your cash availability

  • in order to be able to face in total serenity and at any moment your financial obligations and commitments.
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