Financial Advisor in Saint-Paul
Wealth management, portfolio management, tax planning, and estate planning – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
Our firm focuses on real estate investments and we are equipped to support you in your real estate portfolio management.
Financial investment
Diversify and grow your capital with high-performing investment options, including equities, SCPI, private equity, and other strategies aligned with your investment goals.
Tax optimization and reduction
Optimize your taxation with attractive fiscal arrangements such as Censi-Bouvard incentives, SME-focused assets, and other personalized strategies to improve your fiscal performance while preserving your assets.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including life insurance, financial protection, medical insurance, and family-focused safeguards, 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 Saint-Paul?
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 Saint-Paul
Why hire a financial advisor in Saint-Paul?
The choices you make regarding your finances today can have a long-term impact on your fiscal status and wealth management. A Saint-Paul-based wealth advisor can assist you refine your strategy and prepare effective asset management strategies.
With strong knowledge in domestic tax regulations, especially for expatriates and foreign investors, a financial advisor provides tailored recommendations to seize tax advantages while minimizing risks. Whether you want to reduce your tax burden, plan for retirement, or optimize your estate, we guide you through every step.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At our firm, we provide straightforward, results-driven guidance. A sound and expertly crafted financial plan can generate significant long-term savings.
How does a consultation with FTO work?
Meeting with one of our financial advisors follows a structured approach to ensure custom and efficient guidance:
During the initial consultation, we carefully assess your objectives, fiscal profile, and asset allocation strategies. Whether it’s tax optimization, investing in real assets, relocation abroad, or wealth management, this step lays the foundation for our advice.
After a detailed review, our expert shares strategic options. We explain the available options, potential tax benefits, and key safeguards to avoid costly mistakes.
Once the strategy is defined, we guide you through their implementation, including paperwork, investment choices, and tax filing optimization.
Depending on your needs, we offer continuous support to adjust your strategy according to market changes, new regulations, 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.