Consulting approach Three steps for secure retirement planning

To make sure that you can enjoy a carefree retirement, our retirement planning advice is consistently focused on this goal. As part of a carefully structured process, our retirement planning advisors address all the different aspects of your situation before determining your individual retirement planning strategy. They develop a specific action plan and are there to help you every step of the way as you put it into practice.

A three-step advisory approach

A three-step advisory approach

The first step involves listening carefully to what you have to say. The aim is to analyze your current personal situation as closely as possible to make sure we understand your individual requirements and financial objectives for the third stage of your life.

Then we will analyze how your income and assets will evolve in the long term, study your current and future tax burden and work out how you can achieve your objectives.

Based on your personal requirements and your asset and income prospects, together we will define a customized retirement planning strategy consisting of a specific action plan.

  

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