Analysis of your individual risk situation and your personal provision requirements.
As a pension specialist, I will prepare an individual financial analysis for you based on the DIN-NORM 77230 standard, taking into account the applicable principles and consumer protection requirements.
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Together we will work out your personal financial roadmap with priorities and targets for protection, pension and asset planning. A financial score shows you the degree to which you have already achieved your goals and where there is still need for action.
Fairness and transparency are the guiding principles of my advice in all insurance and pension matters.
Always there for you, always close by, always happy to help!