Personal Financial Planner - Insurance Broker - Mortgage Broker - Employee Benefits Consultant
CurrentCEO, Founder of Finbel (formerly Vita Solutions). Brokerage in life and non-life insurance: Offering tailor-made tax-deductible insurance plans. Audit, improvement, benchmarking, implementation of insurance plans. Overall assessment of insurers' proposals. Improvement of customer profit margin. Brokerage in real estate loan : Designing tailor-made financial arrangements for mortgage loans via retirement plans with a view to acquiring real estate assets for independent… Show more CEO, Founder of Finbel (formerly Vita Solutions). Brokerage in life and non-life insurance: Offering tailor-made tax-deductible insurance plans. Audit, improvement, benchmarking, implementation of insurance plans. Overall assessment of insurers' proposals. Improvement of customer profit margin. Brokerage in real estate loan : Designing tailor-made financial arrangements for mortgage loans via retirement plans with a view to acquiring real estate assets for independent business executives.Personal Financial Planning: Providing solutions based on the assessment of financial needs: insurance, retirement, investments, real estate and estate planning, fund portfolio management, tailor-made, optimized and tax-efficient solutions. Traditional and alternative investment opportunities (decorrelated from stock market performance), according to the client's investor profile.Employee Benefits Consulting: Offering consultancy and brokerage services, in relation with tax-deductible salary benefits plans: health care plans and group insurance schemes (from design, implementation, negotiation with insurances providers, to communication to the personnel). Clients vary in size and scope: From less fortunate to high net worth individuals and families; from self-employed workers, small business owners, small and medium-sized enterprises (SMEs) to multinational corporations and everything in between. Show less