Financial Advisor in Valence
Wealth management, investment, fiscal efficiency, and life insurance – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We are specialized in real estate asset strategies and we are equipped to support you in your management of your real estate assets.
Financial investment
Diversify and grow your capital with high-performing investment options, including equities, real estate investment trusts, private market assets, and other solutions suited to your investor profile.
Tax optimization and reduction
Optimize your taxation with beneficial tax-efficient strategies such as Censi-Bouvard, PME investments, and other personalized strategies to improve your fiscal performance while securing your wealth.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including long-term 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 Valence?
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 Valence
Why hire a financial advisor in Valence?
Your current financial choices can have a significant influence over time on your fiscal status and wealth management. A Valence-based wealth advisor is here to help you optimize your choices and prepare effective asset management strategies.
With deep expertise in domestic tax regulations, especially for expats and overseas investors, a tax and wealth specialist offers personalized advice to maximize your financial potential while staying clear of costly mistakes. Whether you want to minimize taxes, plan for retirement, 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 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?
A consultation with our financial experts is conducted in a strategic and organized manner to ensure tailored, high-impact assistance:
During the introductory session, we carefully assess your financial goals, fiscal profile, and investment intentions. Whether it’s tax optimization, property acquisition, expatriation, or estate planning, this step defines our strategic approach.
After a detailed review, our specialist presents customized solutions. We walk you through the alternatives, any relevant fiscal incentives, and necessary precautions to avoid costly mistakes.
Once solutions are identified, we assist in the practical setup, including paperwork, funding strategies, and declaring your taxes efficiently.
Depending on your needs, we offer continuous support to adjust your strategy according to market changes, new regulations, 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.