Services f.plettner 22. August 2022

SERVICES

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Basis

Simply arrive.

In Germany, you are required to take out some insurance policies yourself. Here we form the basis for your health and prevention.

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SECURE

With these services, you are on the safe side.

These insurances are not mandatory. However, should a claim occur, it can quickly become expensive. Therefore, it is worthwhile to insure yourself here.

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INDEPENDENCE

The next steps to your financial freedom.

Once the proper insurances are secured, your path to financial freedom begins. Together, we will find the right investment opportunities for you.

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INSURANCES wITH
HEART, MIND & SOUL

Your insurance and financial products need to be cohesive with your lifestyle. Occupation, living-situation and hobbies are all factors to be considered. On our initial call, we will take a closer look at all of these factors and figure out what insurance fits to you.

Module 1: Basis – If you have already taken out insurance policies, we begin by reviewing whether or not they suit your current needs and which adjustments (if any) need to be made. Module 2: Secure – After the mandatory basis is situated, we will review which additional protections to apply. Module 3: Independence – The best way to make provisions for your future is with the products relating to your asset accumulation and expansion.

Let’s take active control of your finances together!

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Basis

SERVICES:

A solid financial foundation starts with the right health insurance.

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SECURE

SERVICES:

To be on the safe side, I highly recommend protecting yourself by additional insurances. Again is not mandatory, but can save you a lot of money when unexpected events occur, and they do!

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INDEPENDENCE

SERVICES:

Now is where the fun starts! Together, we map out your journey to financial success. I will show you how to get the most out of your personal savings rate to achieve your goals!

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