Create a basis for decision-making: your private financial planning
Are you one of those people who prefer to make decisions based on facts? With our comprehensive financial planning, you receive a sound asset analysis and basis for your future financial decisions. We will be happy to help you and talk to you about these topics, for example:
- Holistic status quo analysis of your assets
- Analysis of your future asset and liquidity development
- Analysis and assessment of your assets
- Effects of future life events on your financial situation (e.g. sale of company, retirement, occupational disability, death scenario, etc.). )
- Strategic asset alignment for your wealth succession
Note: Our advice does not include legal and tax advice.