Conducted on request, this element of the financial planning process is done in combination with the preliminary analysis and includes, among other things
a reminder of the principles of liquid asset management at the time of retirement;
information on public and private pension plans;
a study of income and expenses at the time of retirement;
an analysis of the current state of your retirement savings;
a long-term financial outlook based on various scenarios;
specific advice on the constitution of your retirement capital.
Thanks to our detailed recommendations, you will be able to immediately act on building yourself a peaceful and comfortable retirement that matches your ambitions.
With sound financial planning, you can face the future with peace of mind!
