Our Clients

Individualized Services

Founded by entrepreneurs, our firm focuses on creating absolute performance for our customers.

We have the expertise and are happy to share it with you. First and foremost, wealth is a story, and it’s about protecting it and making it grow.

Our support involves listening carefully to your situation and your objectives. To this end, we are always available to follow up and answer your questions and requests.

Our customers are our “raison d’être”, our mission is net performance.

Mael and Camille, CMK cofounders

For our customers, there’s always a before and an after to CMK Finance.

An aftermath, where our clients can enjoy life and realize their projects with peace of mind, knowing that their financial future is planned, their assets secure and their growth organized.

Your life and your projects can’t wait. Secure your financial future now.

Mission: Preparing for early retirement

Entrepreneur who has just sold his restaurant

An entrepreneur came to us following the sale of his business. After years of hard work, he has sold his business and wants to take early retirement. To do so, he needs a complementary monthly annuity.

We have identified the best supports to limit volatility, protect capital, achieve over €3,000 of complementary income and a capital that grows annually.

With a capital of 600k€, he generates

an annuity of €3,383/month (total of €40,600/year)

and additional capital growth of 2.37% /year

Mission: Reallocation of underperforming portfolio

Professional who has been poorly advised

Professional in healthcare with a very successful business. Disappointed by the performance of his current life insurance: had invested in euro funds, underperforming with high management fees, he was making a net loss.

In less than 6 months, the new allocation recovered the loss incurred during the 7 years invested in the previous life insurance policy, and the performance continues.

With a capital of 920k€, it achieves

capital growth of 8.57% p.a.

Mission: Succession planning

Structuring assets with care to succession

A family has sold its family business and wishes to create a supplementary pension for the parents and anticipate the transfer of the assets created to the children.

Over and above the investment challenge, the aim is to build a financial strategy to protect the capital, make it grow and optimize the succession.

The tools used :

  • setting up a holding company for re-employment under the 150 0 B ter tax regime
  • division of property of the holding company
  • life insurance deductions
  • high-performance financial portfolio

Inheritance costs have been reduced by 387k€.

The ability to inherit the entire estate and pay inheritance tax is assured.

A current account contribution and repayment mechanism ensures both an annuity and capital growth.

An annuity of €3,548 is obtained for the parents.

Capital growth is achieved at an annual rate of 7.53% for the family.