Financial Advisor in Besançon
Financial planning, portfolio management, tax optimization, and life insurance – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
Our firm focuses on real estate asset strategies and we are equipped to support you in your management of your real estate assets.
Financial investment
Grow and spread your wealth with top-tier investment solutions, including listed shares, real estate investment trusts, unlisted investments, and other solutions suited to your investor profile.
Tax optimization and reduction
Optimize your taxation with beneficial tax-efficient strategies such as Censi-Bouvard incentives, investments in small and medium enterprises, and other tailored solutions to optimize your taxation while protecting your capital.
Insurance & financial protection
Protect your financial future and your family’s well-being with personalized plans, including life insurance, capital preservation, healthcare solutions, and family-focused safeguards, in collaboration with our reliable partners.
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 Besançon?
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 Besançon
Why hire a financial advisor in Besançon?
Your current financial choices can have a significant influence over time on your tax liability and asset planning. A financial advisor in Besançon is here to help you optimize your choices and anticipate the best strategies for your assets.
With strong knowledge in domestic tax regulations, especially for expats and overseas investors, a tax and wealth specialist delivers custom guidance to maximize opportunities while staying clear of costly mistakes. Whether you want to lower your fiscal exposure, secure your future, or optimize your estate, we support you at each stage.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At our firm, we offer straightforward, results-driven guidance. A sound and expertly crafted financial plan can help you save substantial amounts in the long run.
How does a consultation with FTO work?
A session with our wealth management specialists follows a structured approach to ensure custom and efficient guidance:
During the introductory session, we get a full picture of your priorities, current taxation, and asset allocation strategies. Whether it’s minimizing your tax burden, property acquisition, expatriation, or asset structuring, this step lays the foundation for our advice.
After a thorough assessment, our advisor shares strategic options. We detail each possibility, any relevant fiscal incentives, and important warnings to avoid costly mistakes.
Once recommendations are validated, we guide you through their implementation, including paperwork, asset selection, and tax filing optimization.
Depending on your needs, we provide ongoing follow-up to refine your financial plan according to market changes, legal updates, or your life circumstances. Our experts help you stay on course to meet your goals.
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.