ROCASSURANCES-RSFINANCES

The consultant of asset management is an independent profession which performs with liberation.

Generalist of heritage, I draw up balance sheet for my clients, advice and offer them a global vision of their heritage. This is entirely independent because I do not belong to any organization.

Thus, I am able to recommend to the individual and entrepreneur a strategy compensation, which takes into account all the components of the problem: choice status, payment term, social insurance, savings, retirement, taxation, real estate, finance, banking and related products...

I choose through products of the whole market and technology that meet the needs expressed by my clients. This selection is based on qualitative criteria only.

Because I understood all the other aspects of the heritage of my client, his perspectives, family situation, I will be able to recommend a private solution that will meet all the expectations of my client, in the short term and medium term or long term.

Thus, I will be able to go beyond normal suggestion such as propose solutions to optimize retirement of the individual or the director or the transfer of business ... Because I set up a long-term relationship with my client, based on trust and availability, I can, at any time, review the situation according to the development.

My status of financial investment advisor admits acknowledged professionals, basing on the reputation, qualifications and professional experience.

I am supervised to the quality of my work and trained continuously. I own the qualified charter to the work that I engage.

My office decided in favor of the status regulated financial investment advisor, I register as one member of the AMF and I respect scrupulously its obligations and regulations.