Financial Advice

We offer a comprehensive suite of financial and wellness services for seniors and people with disabilities. These include advice on managing savings, pensions and safe investment options to maintain financial stability during retirement. In addition, they provide assistance in debt consolidation, payment planning and optimization of the tax burden, helping to reduce arrears and high interest.

The company also supports the application and management of government benefits such as pensions and social insurance, as well as the drafting of wills and inheritance planning, ensuring asset protection for heirs. Our services include investment guidance tailored to the client's risk profile and ongoing monitoring of investment portfolios to ensure they align with the client's financial objectives.

We organize workshops and seminars to improve understanding of basic financial concepts, offer resources and tools for better personal budget management, and provide advice on how to manage medical expenses and health insurance. They also focus on long-term planning to cover medical expenses, including long-term care, and educate their clients on identifying and protecting against financial fraud, especially targeting seniors.

We provide assistance in the transition from work to retirement, reviewing future income and expenses, and offers support in filing tax returns, ensuring an optimized tax burden through deduction strategies and tax credits.