Plan your retirement

The sooner you start planning for your retirement, the more you can look forward to it. We show you what you need to know.

Advice for financial security in retirement

Free initial consultation

Together we’ll plan your pension and withdrawal options – based on your needs and wishes.

Personalized planning

We’ll examine the feasibility of your goals, look at how your situation could be improved, and draw up a plan of action.

Joint implementation

We’ll be glad to assist you up to retirement and beyond, with a constant focus on your situation in life.

What’s important for your retirement

Are you aware of all the options for optimizing your personal retirement situation? It’s worth looking into the following topics at an early stage: pension fund buy-ins, maximizing your 3a contribution, investing your 3a assets, opening multiple 3a accounts or withdrawing your pension gradually.

Some decisions regarding your retirement can only be made once, such as how you withdraw your pension fund assets. Here you have three options: monthly pension, lump sum or a combination of the two. Your decision has far-reaching implications for both you and your relatives.

If you are considering early retirement, your future income will be reduced. To understand the impact on your income and wealth, careful planning is important.

Retirement planning in three consultations

Plan your retirement with our pension experts at your side.

An elderly woman sits in the living room and learns about pension advice on her tablet.
  • No-obligation initial consultation on your financial situation, wishes and goals.
  • Get your retirement on track and create a comprehensive financial plan.
  • Implementation of your individual pension strategy and regular check-ins.

Retirement calculator for the initial steps

Discover quickly and easily how your retirement situation could be improved, so you get an initial idea. For individual advice and retirement planning, we will be happy to support you personally.

FAQ – more on retirement planning

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