Cross-border retirement planning
You work in Switzerland, live in France and want to make the best decisions for your retirement.
Planifique provides you with tailor-made advice to help you make the right choices regarding the choice of your health insurance, on the withdrawal of your second pillar as well as on all the other issues related to your future retirement, for a hassle-free retirement.
Tell us about your retirement plan
Talk 15 minutes with one of our experts to understand the issues related to your professional and personal career.
Optimize your cross-border retirement with tailor-made planning
01
Get ready at the age of 50
It will always be easier to reach your goals by giving yourself ten years to yourself rather than by looking at the last moment if they are achievable.
02
Make the right choices
Beyond the financial aspect for some choices, the practical or inheritance aspect may also come into play. It is essential to take time to reflect on these future decisions that will change our daily lives.
A planning method for a unique journey
Step
01
Exchange 15 minutes during an initial call to present your retirement project.
Step
02
Meet with one of our advisors for an informative initial interview.
Step
03
Our planners will calculate the various possible scenarios for you.
Step
04
We will give you your detailed report during a new interview.
Step
05
Planifique will follow you until your retirement and even after!
Why plan for retirement?
- Know precisely the amount of your income after taxation.
- Avoid unpleasant surprises and unexpected taxes.
- Make sure you get the most out of what you've contributed during your career.
- Compare different scenarios before making your choices.
- Achieve your goals through careful preparation.
Questions/
Answers
Anyone over the age of 50 who wants to optimize and prepare for retirement.
Beyond the possible and achievable tax savings, Planifique's services consist in bringing you serenity and visibility concerning all your future choices related to your retirement. By meeting with us, you will be able to have a plan that will allow you to achieve your goals.
The goal of planning is above all not to lose money by making bad choices that are often irreversible and can lead to significant tax losses during retirement.
Cross-border worker: We will support you in the various choices for leaving the 2nd pillar, the choice of health insurance as well as the French pension. We will also compare early retirement options for you.
We first offer initial informative interviews in order to learn about your situation and your goals, after which we will send you an estimate that you are free to accept or not.