Private Finanz- und Vorsorgeplanung

Gain an objective picture of your private wealth and pension development and look calmly into the future.

Financial and tax planning shows the income and expenditure flows for any period of time. The cost of living, investments, asset development, pension capital and tax burden are taken into account. This allows financial decisions to be tailored to your long- term needs.

Your benefits

• Overview of the current financial situation and cost of living
• Alignment of financial decisions with long-term needs
• Calculation of different variants
• Presentation of the financial consequences of the post- professional period
• Detecting pension gaps
• Optimization of the long-term tax burden

Our services

• Development of a tailor-made financial plan
• Determination of optimization potential (tax, pension, marriage and inheritance law)
• Proposals for measures to close possible gaps
• Personal support during the implementation
• Specific financial advice for entrepreneurs