Retire wisely with proper planning

How many times have you sat in front of the insurance agent and not understood a word of what he said?

Why do you get confused when it comes to your retirement planning? And why do you feel the details are deliberately muddled?

Where can you find someone who knows how to simplify the details and make it clear to a human being what his financial world is going to be in the third age?

Is there anyone who knows all the complex plans created by the insurance companies and pension funds over decades and knows how to analyze them in depth?

And after all this, is someone also willing to help me exercise my rights and not leave me with all the procedures to deal with institutional bodies and tax authorities on my own?

What is a retirement portfolio analysis and what does planning for retirement require?

The holistic pension planning program includes 6 topics handled by the financial planner:

1. Investment planning – achieving the client’s financial goals.

2. Protection and security planning – achieving greater security for the customer through risk minimization.

3. Tax planning – streamlining the client’s current and future tax considerations.

4. Debt planning – managing the customer’s debt balance.

5. Retirement planning – maintaining the lifestyle desired by the client after retirement.

6. Estate succession planning – implementation of a strategy to preserve assets and pass them on to loved ones.