ADVICE ON WEALTH MANAGEMENT
ASSET MANAGEMENT ANNECY | CHAMBÉRY | SAVOIE | HAUTE- SAVOIE
What guarantees do I have with the basic pension plan ?
Which asset items should be protected?
Social welfare ( health , Article 83 , PEE , PERCOs , Madelin ... ) .
Proceeds of insurance.
Business expenses warranty.
Active Transactions Conseils, without being actively involved in the transaction as an agent, will accompany you in:
putting together your credit application
presenting your project to several financial institutions.
completing all paperwork and following-up on your application.
A discount will be offered.
Active Transactions Conseils collaborates with Auger Conseil et Finance : Conseil en gestion de patrimoine to offer the best opportunities in a complex and ever-changing market.