top of page
Vue aérienne de végétation luxuriante et cascades, illustrant la durabilité et l'impact po

The industrial Girardin investment is an excellent way for individuals to achieve a significant reduction in their income tax. This tax-saving scheme is highly regarded for its favorable fiscal return, making it a smart choice for those looking to incorporate a tax optimization strategy into their personal financial planning. By incorporating this scheme, you can efficiently manage your savings while taking advantage of the opportunities offered by the industrial Girardin investment during your tax declaration.

Paysage de montagne avec lac calme et forêt, symbolisant la sérénité et la sécurité financ

The Retirement Savings Plan (RSP) is a long-term savings product designed to wisely prepare for retirement. By building additional capital or income, this investment guarantees stable returns and meets the requirements of efficient wealth management. Furthermore, the tax optimization it offers can reduce the annual tax declaration, making the savings even more attractive.

Paysage montagneux avec lac paisible, reflétant sérénité et stabilité, symbolisant la sécu
Paysage montagneux avec lac paisible, reflétant sérénité et stabilité, symbolisant la sécu

Life insurance is an ideal long-term financial investment for succession planning, allowing individuals to build savings, increase the return on their assets, and prepare for their transfer. This product is part of a broader advisory framework in economics and investment to optimize the taxation of one's wealth and simplify tax declarations.

Paysage montagneux avec lac paisible, reflétant sérénité et stabilité, symbolisant la sécu
Paysage naturel au lever du soleil avec palmiers, champs verdoyants et montagnes, symbole
Paysage naturel au lever du soleil avec palmiers, champs verdoyants et montagnes, symbole

The "Three Columns" investment option represents an attractive solution for tax optimization, offering individuals the opportunity to benefit from a tax reduction while increasing the return on their portfolio. This strategy is ideal for those looking to optimize their tax declaration and improve their financial management savings.

Paysage naturel au lever du soleil avec palmiers, champs verdoyants et montagnes, symbole
Paysage côtier avec des rochers et une mer brumeuse sous un ciel nuageux, évoquant calme e
Paysage côtier avec des rochers et une mer brumeuse sous un ciel nuageux, évoquant calme e

Structured products, still relatively unknown to many investors, are an effective investment option suitable for various profiles. They can be essential in developing complex financial strategies, contributing to the return and optimization of your portfolio's economy. This type of investment can also impact your tax declaration depending on the chosen structure.

Paysage côtier avec des rochers et une mer brumeuse sous un ciel nuageux, évoquant calme e
Paysage naturel verdoyant symbolisant la stabilité et la durabilité des investissements im
Paysage naturel verdoyant symbolisant la stabilité et la durabilité des investissements im

REIC, also known as "brick-and-mortar paper," are becoming increasingly popular in France. They allow investors to invest in real estate without the constraints of direct management, while adhering to a wealth optimization strategy.

Paysage naturel verdoyant symbolisant la stabilité et la durabilité des investissements im

50, Avenue des Champs-Élysées 75008 Paris

Wealth Advisor R.C.S. 925 371 734 Evreux

Real Estate Agency
Professional License No. CP12701224000000010

Loan broker representative
Intermediary in banking operations and payment services
Tied insurance broker

Excellium Patrimoine

06 43 82 25 26

 

E-mail

contact@excelliumpatrimoine.com

Scan this QR code to access my full contact details, visit my Excellium Patrimoine website, and discover our wealth management services.

Social media

  • Linkedin
  • Facebook
  • Instagram
  • X
  • Youtube
bottom of page