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Your advantages
Financial security
Retirement planning offers financial security in retirement. It ensures you a stable source of income, protects you from financial hardship and enables you to live a worry-free life in old age.
Protection for your family
Retirement planning not only secures your own future, but also that of your family. With smart planning, you can ensure financial stability for your loved ones in the event of the unexpected and thus create an important basis for security for your loved ones.
Tax benefits
Retirement planning not only offers financial security in retirement, but also brings tax advantages. Through targeted precautions, you can save taxes and build up your wealth in the long term. The state supports you in this. We'll show you how.
Our way of working
We advise online or, if desired, in person.
It is important to correctly understand your individual situation in order to create a tailored concept for your own wishes and goals.
1. Analysis of your financial situation
The first step in all financial matters is analyzing your current situation. This includes reviewing your income, expenses, debts, assets, and personal desires and goals. This all happens during our free initial appointment.
2. Planning your concept
After we have collected all of your information, we will step back and develop a plan tailored to you based on your own interests and needs.
3. Presentation and implementation
Next, we will present you with your individual plan. We will answer all your possible questions and optimize the concept holistically according to your wishes. If everything is right, we will implement this plan together so that you can achieve your financial goals.
Plans change
Of course, we are always at your side if your life or ideas change. Urban & Team is committed to a holistic financial concept that will accompany you throughout your life.
At your request, we will maintain regular contact with you so that your finances are taken care of and you can get through life without any worries.
Many of us want control over our income, and this is actually possible when it comes to retirement planning.
The pension represents nothing other than future income, which, however, is no longer negotiable from the point of receipt.
Unlike a traditional job, you cannot change employers or achieve a higher “salary” through further training. Your pension remains unchanged for the rest of your life.
Therefore, it is crucial to approach this topic with professional advice and individual strategies.
We'll help you with that.
Häufig gestellte Fragen
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