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Fee-based consulting for business owners

As a business owner, you face complex financial decisions every day. Our fee-based consulting services offer you customized, non-insurance-based solutions that maximize the benefits for you as an employer while also being highly attractive to your workforce.

Our services include:

Employer-sponsored retirement plans (bAV):

  • Non-insurance solutions: With our plans, liquidity remains within the company and can be invested profitably. This sustainably increases the company’s value and offers employees cost-effective retirement planning options.
  • Tax advantages: Take advantage of our tax-optimized solutions for more efficient retirement planning.

Get an overview of the significant benefits for your company’s future finances and employee benefits with our exclusive “liquidity funding – company bank” report:

Download Report (German)

Working-time accounts and flexible capital accounts:

  • Liquidity Management
    Optimize your cash flow and offer your employees flexible working time accounts that allow them to manage their work schedules flexibly and better achieve their financial goals.

Benefitmanagement:

  • Digital Solutions: Using state-of-the-art digital tools, we design an attractive benefits management system that boosts your employees’ satisfaction and motivation.

Pension Management:

  • Comprehensive solutions: We offer comprehensive pension management for your entire company, taking into account both your financial needs and those of your employees.

Contact us for a free initial consultation and learn how our customized solutions can optimize your company’s finances.

Free Strategy Consultation

 

Your benefits:

  • Maximum transparency: No hidden costs, no commissions—you pay only for the actual consulting services provided.
  • Long-term security: Our plans are designed for the long term and provide you and your employees with lasting financial security.
  • Flexibility and control: Tailor your financial and retirement plans to your company’s needs at any time.

Why fee-based financial advice?

  • Independent and transparent: No commissions, no hidden costs.
  • Personalized and tailored: Solutions designed specifically to meet your needs as a business owner.
  • Competent and experienced: Benefit from our many years of experience and expert knowledge.

Lay the foundation for your successful financial future and schedule a

free initial consultation