STABILITY- LIBERTY - FINANCIAL SECURITY


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Get in touch with our experienced team to discuss your financial needs and receive personalized support.

Schedule a free consultation

Frequently Asked Questions

Is the first consultation free?

Yes, and not just the first one. All of our consultations are free. We do not charge anything for providing you with an objective opinion or for developing a strategy tailored to your situation. Our priority is to guide you with clarity and transparency, without any pressure.

Do I need to have a high income to work with you?

Not at all. We believe that everyone deserves a good financial plan, regardless of income or current situation. Our approach is personalized and tailored to your goals.

Do you work with multiple insurance companies?

Yes. As a a team of independent brokers and advisors, we have access to multiple financial institutions and insurance companies. This allows us to offer you the most beneficial solutions for your situation.

How does the process work?

It all starts with an exploratory meeting. Then, we analyze your complete financial situation, and we build a customized strategic plan. We support you every step of the way

Do your services also cater to self-employed workers and entrepreneurs?

Absolutely. We understand the unique challenges faced by self-employed individuals: variable income, lack of social protection, long-term planning... We have tailored solutions to help you secure your future.

Do you need help with estate planning or saving for education?

Yes. We can integrate these elements into your overall strategy to ensure an effective transfer of your wealth or to build an education fund for your children.