[vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb css=\u00a0\u00bb.vc_custom_1626624394030{margin-top: 50px !important;margin-bottom: 50px !important;}\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text]<\/p>\n

CABINET DE GESTION EN PATRIMOINE IND\u00c9PENDANT<\/h1>\n

[\/vc_column_text][vc_row_inner row_type=\u00a0\u00bbrow\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb css_animation=\u00a0\u00bb\u00a0\u00bb css=\u00a0\u00bb.vc_custom_1626624565979{margin-top: 30px !important;margin-bottom: 30px !important;}\u00a0\u00bb][vc_column_inner][vc_column_text][vc_separator type=’normal’ position=’center’ color=’#28b5aa’ thickness=’3′ up=\u00a0\u00bb down=\u00a0\u00bb][\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column width=\u00a0\u00bb1\/2″][vc_single_image image=\u00a0\u00bb120″ img_size=\u00a0\u00bblarge\u00a0\u00bb alignment=\u00a0\u00bbcenter\u00a0\u00bb qode_css_animation=\u00a0\u00bb\u00a0\u00bb][\/vc_column][vc_column width=\u00a0\u00bb1\/2″][vc_column_text]Notre mission est d\u2019\u00e9tablir une relation sur le long terme pour r\u00e9pondre \u00e0 vos attentes. \u00a0Notre suivi et nos comp\u00e9tences vous permettent de b\u00e9n\u00e9ficier d\u2019un conseil adapt\u00e9 \u00e0 vos projets patrimoniaux au rythme de votre\u00a0vie professionnelle et familiale.<\/p>\n

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Chaque conseiller vous propose des solutions enti\u00e8rement personnalis\u00e9es et adapt\u00e9es \u00e0 vos projets de vie.<\/p>\n

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Notre ind\u00e9pendance vous garantie un conseil objectif et performant\u00a0 en ad\u00e9quation avec les opportunit\u00e9s du march\u00e9.[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb css=\u00a0\u00bb.vc_custom_1626624756299{margin-top: 70px !important;}\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text][vc_separator type=’normal’ position=’center’ color=’#28b5aa’ thickness=’3′ up=\u00a0\u00bb down=\u00a0\u00bb][\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb css=\u00a0\u00bb.vc_custom_1626625151795{margin-top: 70px !important;margin-bottom: 70px !important;}\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text]<\/p>\n

Notre Philosophie : un conseil avis\u00e9 bas\u00e9 sur une strat\u00e9gie claire et efficace<\/span><\/h2>\n

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RELEV\u00c9 D\u2019INFORMATIONS PATRIMONIALES<\/h3>\n

Lors du premier rendez-vous, votre conseiller remplira avec vous un relev\u00e9 d\u2019informations patrimoniales. Ce relev\u00e9 lui permettra de prendre connaissance de votre situation fiscale et patrimoniale et de d\u00e9terminer vos objectifs de vie.<\/p>\n <\/div>\n <\/div>\n<\/div>

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PR\u00c9SENTATION DU BILAN<\/h3>\n

Lors d\u2019un second rendez-vous votre conseiller vous pr\u00e9sentera votre bilan patrimonial. Vous aurez ainsi une vision claire et pr\u00e9cise de votre situation patrimoniale et fiscale. Ce bilan permettra \u00e0 votre conseiller de d\u00e9terminer les \u00e9l\u00e9ments d\u2019optimisations et ainsi vous pr\u00e9senter ses pr\u00e9conisations. Vous pourrez ainsi d\u00e9finir ensemble une strat\u00e9gie patrimoniale pr\u00e9cise et adapt\u00e9e \u00e0 vos objectifs.<\/p>\n <\/div>\n <\/div>\n<\/div>

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MISE EN PLACE D\u2019UNE STRAT\u00c9GIE PATRIMONIALE<\/h3>\n

Votre conseiller vous proposera des solutions adapt\u00e9es \u00e0 votre strat\u00e9gie patrimoniale \u00e0 travers des projets concrets vous permettant d\u2019atteindre vos objectifs.<\/p>\n <\/div>\n <\/div>\n<\/div>

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CONCR\u00c9TISATION ET SUIVI DES PROJETS<\/h3>\n

Le conseiller aura pour mission de vous aider dans la mise en place de vos projets du d\u00e9but jusqu\u2019\u00e0 la fin. Il vous aidera dans toutes les d\u00e9marches et adaptera les projets si n\u00e9cessaires en fonction de vos \u00e9volutions professionnelles et personnelles.<\/p>\n <\/div>\n <\/div>\n<\/div><\/div>[\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbfull_width\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb css=\u00a0\u00bb.vc_custom_1626627263839{margin-top: 70px !important;}\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb background_image=\u00a0\u00bb36″][vc_column][vc_row_inner row_type=\u00a0\u00bbrow\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb css_animation=\u00a0\u00bb\u00a0\u00bb css=\u00a0\u00bb.vc_custom_1626627586370{margin-top: 50px !important;}\u00a0\u00bb][vc_column_inner][vc_column_text]<\/p>\n

Nos m\u00e9tiers<\/span><\/h2>\n

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Conseil en immobilier<\/span><\/h3>\n

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Nos conseillers sont \u00e0 votre \u00e9coute pour\u00a0 vous aider dans tous vos projets immobiliers (R\u00e9sidence principale, investissements locatifs, loi de d\u00e9fiscalisation\u2026) et vous accompagne de la s\u00e9lection du bien jusqu\u2019au financement.<\/span><\/p>\n<\/div>\n<\/div>\n

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Conseil financier<\/span><\/h3>\n

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Nous s\u00e9lectionnons les meilleurs placements financiers (assurance vie, PERP\u2026)\u00a0 pour dynamiser votre \u00e9pargne et les adapter \u00e0 vos projets de vie.<\/span><\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/3″ css=\u00a0\u00bb.vc_custom_1626627777388{margin-top: 50px !important;margin-bottom: 50px !important;}\u00a0\u00bb][vc_single_image image=\u00a0\u00bb28″ alignment=\u00a0\u00bbcenter\u00a0\u00bb style=\u00a0\u00bbvc_box_border_circle\u00a0\u00bb border_color=\u00a0\u00bbwhite\u00a0\u00bb qode_css_animation=\u00a0\u00bb\u00a0\u00bb][vc_column_text]<\/p>\n

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Conseil en financement<\/span><\/h3>\n

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Nous recherchons pour vous les meilleurs financements sur le march\u00e9 pour financer\u00a0 ou refinancer tous vos projets. Nos courtiers sp\u00e9cialis\u00e9s sur tous les types de pr\u00eat (pr\u00eat amortissable, pr\u00eat In Fine, taux fixe ou taux variable) vous aideront \u00e0 choisir la meilleure solution adapt\u00e9 \u00e0 vos besoins.<\/span><\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbgrid\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb css=\u00a0\u00bb.vc_custom_1626628106124{margin-top: 70px !important;margin-bottom: 50px !important;}\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column][vc_column_text]<\/p>\n

Nos garanties<\/h2>\n

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<\/i>

Membre de l\u2019association ANACOFI pour les mentions CGP, Assurance, Immobilier, IOB. et adh\u00e9rent de l\u2019ANACOFI-m\u00e8re, l\u2019ANACOFI-IMMO et l\u2019ANACOFI-IOBSP<\/p><\/div>

<\/i>

Assur\u00e9e en Responsabilit\u00e9 Civile Professionnelle par MMA IARD Assurances et Garantie Financi\u00e8re par Galian Assurances<\/p><\/div>

<\/i>

Membre de l\u2019Orias n\u00b017002571 (Organisme pour le Registre des Interm\u00e9diaires en banque et assurance)<\/p><\/div>

<\/i>

Titulaire de la carte de transaction immobili\u00e8re professionnelle n\u00b0 CPI 0605 2017 000 017 772<\/p><\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=\u00a0\u00bb\u00a0\u00bb row_type=\u00a0\u00bbrow\u00a0\u00bb use_row_as_full_screen_section=\u00a0\u00bbno\u00a0\u00bb type=\u00a0\u00bbfull_width\u00a0\u00bb angled_section=\u00a0\u00bbno\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb background_image_as_pattern=\u00a0\u00bbwithout_pattern\u00a0\u00bb z_index=\u00a0\u00bb\u00a0\u00bb][vc_column]

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Contactez nous<\/h3>\n

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