Financial Advisor in Lyon
Financial planning, capital growth strategies, tax planning, and life insurance – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
Our firm focuses on property investments and we are equipped to support you in your real estate portfolio management.
Financial investment
Grow and spread your wealth with high-yield opportunities, including stocks, property funds, unlisted investments, and other strategies aligned with your investment goals.
Tax optimization and reduction
Reduce your tax burden with beneficial tax-efficient strategies such as the Censi-Bouvard law, PME investments, and other tailored solutions to improve your fiscal performance while preserving your assets.
Insurance & financial protection
Secure tomorrow for you and your family with customized solutions, including long-term insurance, income security, health coverage, and protection for your dependents, in collaboration with our carefully selected experts.
What our clients say
Officially Accredited
With over 400 businesses accompanied monthly, we are officially accredited by the French tax authorities to submit electronic tax filings, ensuring rigorous and fully compliant accounting services.
Get in touch!
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Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Lyon?
At French Tax Online, we are committed to being your trusted partner for financial and tax management in France. With a proven track record and a team led by three certified chartered accountants, we guide our clients in making strategic financial decisions with integrity, transparency, and efficiency.
Our team behind the door.
Our Vision.
We aim to be the most reliable tax reference partner for foreigners in France.
Our Mission.
Our mission is to build customer relationships founded on commitment, integrity, and mutual trust.
We offer our customers a high level of expertise and service quality, ensuring that they feel valued and unnecessary costs are minimized.
FAQ: Financial advisor in Lyon
Why hire a financial advisor in Lyon?
The choices you make regarding your finances today can have a significant influence over time on your fiscal status and financial organization. A financial advisor in Lyon is here to help you refine your strategy and anticipate the best strategies for your assets.
With in-depth understanding in domestic tax regulations, especially for expatriates and foreign investors, a financial advisor offers personalized advice to seize tax advantages while staying clear of costly mistakes. Whether you want to lower your fiscal exposure, organize your retirement, or build a solid wealth structure, we guide you through every step.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At French Tax Online, we deliver precise, practical financial advice. A professional and high-quality financial strategy can deliver meaningful financial benefits over time.
How does a consultation with FTO work?
A session with our wealth management specialists follows a structured approach to ensure tailored, high-impact assistance:
During the initial consultation, we carefully assess your objectives, tax situation, and investment plans. Whether it’s minimizing your tax burden, property acquisition, international mobility, or estate planning, this step lays the foundation for our advice.
After analyzing your situation, our specialist proposes tailored recommendations. We walk you through the alternatives, associated tax advantages, and key safeguards to minimize risk.
Once recommendations are validated, we assist in the practical setup, including formalities, asset selection, and declaring your taxes efficiently.
Depending on your needs, we provide ongoing follow-up to adjust your strategy according to market changes, new regulations, or your life circumstances. Our experts ensure that your decisions remain aligned with your financial objectives.
Can I get a free consultation?
Our consultations are paid to guarantee high-quality, personalized service. Each analysis is carefully conducted by an expert who reviews your case in detail to provide recommendations tailored to your specific situation.
You can also get an initial 15 minute free consultation with our sales director to understand your situation and ensure our service is right for you. Click here to book it now.