Financial Advisor in Caen
Asset management, portfolio management, tax optimization, and estate planning – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
We specialize in property investments and we can help you with your real estate portfolio management.
Financial investment
Grow and spread your wealth with top-tier investment solutions, including equities, real estate investment trusts, unlisted investments, and other strategies aligned with your investment goals.
Tax optimization and reduction
Reduce your tax burden with attractive fiscal arrangements such as Censi-Bouvard, PME investments, and other tailored solutions to improve your fiscal performance while protecting your capital.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including estate protection, financial protection, 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 Caen?
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 Caen
Why hire a financial advisor in Caen?
Your current financial choices can have a significant influence over time on your fiscal status and financial organization. A Caen-based wealth advisor can assist you make informed decisions 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 maximize opportunities while staying clear of costly mistakes. Whether you want to minimize taxes, plan for retirement, or build a solid wealth structure, we accompany you throughout the process.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At French Tax Online, we deliver straightforward, results-driven guidance. A strong, well-designed wealth strategy can generate significant long-term savings.
How does a consultation with FTO work?
A session with our wealth management specialists is based on a clear, step-by-step methodology to ensure tailored, high-impact assistance:
During the initial consultation, we get a full picture of your priorities, fiscal profile, and investment intentions. Whether it’s minimizing your tax burden, property acquisition, relocation abroad, or asset structuring, this step lays the foundation for our advice.
After a detailed review, our expert shares strategic options. We detail each possibility, associated tax advantages, and important warnings to prevent financial missteps.
Once solutions are identified, we assist in the practical setup, including formalities, funding strategies, and declaring your taxes efficiently.
Depending on your needs, we offer continuous support to refine your financial plan according to financial trends, legal updates, or your personal financial evolution. 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.