Financial Advisor in Montauban
Financial planning, investment, tax planning, and life insurance – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We specialize in 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 high-yield opportunities, including stocks, SCPI, private equity, and other solutions suited to your investor profile.
Tax optimization and reduction
Reduce your tax burden with beneficial tax-efficient strategies such as Censi-Bouvard incentives, PME investments, and other personalized strategies to enhance your tax efficiency while securing your wealth.
Insurance & financial protection
Protect your financial future and your family’s well-being with personalized plans, including estate protection, income security, medical insurance, and protection for your dependents, in collaboration with our trusted 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 Montauban?
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 Montauban
Why hire a financial advisor in Montauban?
The financial decisions you make today can have a significant influence over time on your tax situation and wealth management. A financial advisor in Montauban helps you refine your strategy and prepare effective asset management strategies.
With deep expertise in the French tax system, especially for expats and overseas investors, your advisor offers personalized advice to seize tax advantages while avoiding tax pitfalls. Whether you want to minimize taxes, secure your future, or build a solid wealth structure, we accompany you throughout the process.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At FTO, we provide straightforward, results-driven guidance. A professional and high-quality financial strategy can generate significant long-term savings.
How does a consultation with FTO work?
A consultation with our financial experts is conducted in a strategic and organized manner to ensure custom and efficient guidance:
During the introductory session, we carefully assess your priorities, current taxation, and investment intentions. Whether it’s minimizing your tax burden, investing in real assets, expatriation, or wealth management, this step guides our overall strategy.
After analyzing your situation, our advisor proposes tailored recommendations. We explain the available options, potential tax benefits, and necessary precautions to minimize risk.
Once solutions are identified, we guide you through their implementation, including paperwork, asset selection, and fiscal declarations.
Depending on your needs, we provide ongoing follow-up to refine your financial plan according to economic shifts, legal updates, or your changing objectives. Our experts make sure your strategy stays relevant and effective.
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.