Financial Advisor in Orléans
Wealth management, portfolio management, tax planning, and estate planning – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We are specialized in real estate investments and we can help you with your real estate portfolio management.
Financial investment
Expand and secure your assets 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
Optimize your taxation with beneficial tax-efficient strategies such as the Censi-Bouvard law, SME-focused assets, and other customized approaches to improve your fiscal performance while protecting your capital.
Insurance & financial protection
Protect your financial future and your family’s well-being with personalized plans, including estate protection, income security, 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 Orléans?
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 Orléans
Why hire a financial advisor in Orléans?
The choices you make regarding your finances today can have a long-term impact on your tax liability and financial organization. A financial advisor in Orléans is here to help you optimize your choices and anticipate the best strategies for your assets.
With strong knowledge in French taxation, especially for expatriates and foreign investors, a tax and wealth specialist offers personalized advice to seize tax advantages while avoiding tax pitfalls. Whether you want to reduce your tax burden, organize your retirement, or structure your assets, 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 clear and actionable financial 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?
Meeting with one of our financial advisors is conducted in a strategic and organized manner to ensure tailored, high-impact assistance:
During the first meeting, we get a full picture of your financial goals, current taxation, and asset allocation strategies. Whether it’s fiscal planning, property acquisition, relocation abroad, or estate planning, this step guides our overall strategy.
After a detailed review, our specialist proposes tailored recommendations. We explain the available options, potential tax benefits, and key safeguards to prevent financial missteps.
Once the strategy is defined, we support you in applying them, including administrative procedures, investment choices, and declaring your taxes efficiently.
Depending on your needs, we provide ongoing follow-up to refine your financial plan according to financial trends, new regulations, or your changing objectives. 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.