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Financial advisor with Swiss federal diploma, able to draw up a financial plan for every stage of life, according to your needs.
Project planning** covers the management of happy and unhappy life events: marriage and divorce, joint household and family formation, early retirement and gift-giving.
These stages have financial consequences, and require the advice of a competent professional. Retirement planning** is about securing your standard of living throughout your life, and organizing your estate.
Scope of action:
Pension planning - Retirement planning - Mortgages - Tax optimization - Inheritance law - Matrimonial law - Amortization.
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Fides Conseils Sàrl
Avenue de la Gare 29 1920 Martigny
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