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Your advantages
validation
With our concept for children, you can protect your little ones now from later health risks and their financial hurdles.
Wealth building
By making small contributions today, you can give your children a financial basis for their future lives.
Gift for children
Financial provision for children offers security and opportunities. As a grandparent, you can give this provision and thus have a lasting impact on the future of your grandchildren. This gesture not only creates financial security, but also gives you the opportunity to build assets early and improve educational opportunities.
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.
Häufig gestellte Fragen
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