{"id":69,"date":"2020-01-27T08:05:29","date_gmt":"2020-01-27T08:05:29","guid":{"rendered":"https:\/\/demosites.io\/marketing-agency-gb\/?page_id=69"},"modified":"2024-10-26T13:15:09","modified_gmt":"2024-10-26T11:15:09","slug":"mes-services","status":"publish","type":"page","link":"https:\/\/tobelem.fr\/index.php\/mes-services\/","title":{"rendered":"Mes services"},"content":{"rendered":"\n
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Portfolio<\/h1>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
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Mes services<\/h2>\n\n\n\n
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Pr\u00e9parer votre retraite<\/h3>\n<\/div>\n\n\n\n
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Optimiser votre fiscalit\u00e9<\/h3>\n<\/div>\n\n\n\n
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\"Finance\"<\/figure>\n<\/div>\n\n\n
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Constituer une \u00e9pargne<\/h3>\n<\/div>\n<\/div>\n\n\n\n
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Financer les \u00e9tudes de vos enfants<\/h3>\n<\/div>\n\n\n\n
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D\u00e9velopper un patrimoine immobilier<\/h3>\n<\/div>\n\n\n\n
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Analyser la fiscalit\u00e9 des successions<\/h3>\n<\/div>\n<\/div>\n\n\n\n
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Ma prestation en 5 \u00e9tapes<\/h2>\n\n\n\n
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\"Appel<\/figure>\n<\/div>\n\n\n


1 – Entretien t\u00e9l\u00e9phonique<\/strong>
Premi\u00e8re prise de contact pour \u00e9changer sur vos motivations<\/p>\n\n\n\n

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\"Rendez-vous\"<\/figure>\n<\/div>\n\n\n


2 – Premier rendez-vous<\/strong>
Compr\u00e9hension approfondie de vos objectifs de vie
\u00e0 court, moyen, et long terme, ainsi que de votre situation financi\u00e8re et patrimoniale<\/p>\n\n\n\n

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\"Analyse<\/figure>\n<\/div>\n\n\n


3 – Analyse financi\u00e8re<\/strong>
\u00c9valuation d\u00e9taill\u00e9e de votre situation financi\u00e8re et budg\u00e9taire<\/p>\n\n\n\n

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\"Pr\u00e9sentation<\/figure>\n<\/div>\n\n\n


4 – Pr\u00e9sentation de la strat\u00e9gie<\/strong>
Lors du troisi\u00e8me rendez-vous, je vous pr\u00e9sente une strat\u00e9gie patrimoniale personnalis\u00e9e,
accompagn\u00e9e de simulations pour une meilleure compr\u00e9hension<\/p>\n\n\n\n

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\"Mise<\/figure>\n<\/div>\n\n\n


5 – Mise en place<\/strong>
Apr\u00e8s validation, nous proc\u00e9dons \u00e0 la signature des contrats et \u00e0 la mise en place des solutions choisies<\/p>\n<\/div><\/div>\n\n\n\n

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Contactez-moi !<\/a><\/div>\n<\/div>\n\n\n\n
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Mes habilitations<\/h2>\n\n\n\n
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\"Finance\"<\/figure>\n<\/div>\n\n\n

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Conseiller en Investissements Financiers <\/strong>
(CIF)<\/strong><\/p>\n\n\n\n

Statut r\u00e9glement\u00e9 et contr\u00f4l\u00e9 par l’Autorit\u00e9 des March\u00e9s Financiers (AMF), me permettant de vous proposer des solutions d’investissements et de placements financiers adapt\u00e9es \u00e0 vos besoins<\/p>\n<\/div>\n\n\n\n

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\"Bancaire\"<\/figure>\n<\/div>\n\n\n

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Interm\u00e9diaire en Op\u00e9rations Bancaires et Services de Paiements (IOBSP)<\/strong><\/p>\n\n\n\n

Je suis habilit\u00e9 \u00e0 vous proposer des solutions de financement en lien avec vos projets immobiliers<\/p>\n<\/div>\n<\/div>\n\n\n\n

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\"Assurance\"<\/figure>\n<\/div>\n\n\n

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Interm\u00e9diaire en Assurance<\/strong><\/p>\n\n\n\n

Ce statut me permet de vous offrir des solutions en assurance, notamment des contrats d\u2019assurance-vie, pour prot\u00e9ger votre patrimoine<\/p>\n<\/div>\n\n\n\n

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\"Immobilier\"<\/figure>\n<\/div>\n\n\n

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Transaction Immobili\u00e8re<\/strong><\/p>\n\n\n\n

Habilit\u00e9 \u00e0 vous conseiller et vous accompagner dans vos transactions immobili\u00e8res pour r\u00e9pondre \u00e0 vos objectifs patrimoniaux<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Travaillons ensemble pour vous b\u00e2tir un avenir financier solide et serein !<\/h2>\n\n\n\n

Ensemble, nous construirons une strat\u00e9gie personnalis\u00e9e, adapt\u00e9e \u00e0 votre situation, pour s\u00e9curiser votre avenir et celui de vos proches.<\/p>\n\n\n\n

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Contactez-moi !<\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n
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<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

Mes services Pr\u00e9parer votre retraite Optimiser votre fiscalit\u00e9 Constituer une \u00e9pargne Financer les \u00e9tudes de vos enfants D\u00e9velopper un patrimoine immobilier Analyser la fiscalit\u00e9 des successions<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"neve_meta_sidebar":"full-width","neve_meta_container":"","neve_meta_enable_content_width":"on","neve_meta_content_width":100,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"on","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"94gtya0n2udx05knf121","footnotes":""},"class_list":["post-69","page","type-page","status-publish","hentry"],"yoast_head":"\nMes services - Daniel Tobelem<\/title>\n<meta name=\"description\" content=\"Explorez nos services de gestion de patrimoine et de conseil financier personnalis\u00e9. 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