targeted advice – customized solutions – comprehensive service – wealth planning
The best for your finances and assets – our liquidity and asset planning first provides you with a complete overview of your finances and assets. Which products are already in place, which ones can you possibly do without, and which financial and investment products complement and optimize your portfolio in a meaningful way. This planning forms the stable basis for future financial decisions.
Retirement and pension planning ensures the efficient accumulation of your assets and financial freedom in old age. Together, we examine what has been done so far in the area of retirement planning, whether the measures taken so far are sufficient and, if necessary, which products can be added to complete the portfolio. In doing so, we focus on profitable, because cost-effective capital market products, which are selected depending on your risk profile.
The core in most cases is the scientific investment advice. This is based on the results of decades of capital market research and provides you with a highly efficient and cost-effective investment concept. In addition to ETF solutions, our investors also get access to index class investment funds and can thus optimally diversify their portfolio.
Throughout the advisory process, in addition to minimizing product and market risks, we have the broadest possible focus on the various legal, political and tax risks to your assets. We offer an independent second opinion on these issues and sound advice on asset protection. Although not always suitable, you may even benefit from our expertise as certified foundation advisors.
Our flat rates for your finances make our costs as fee-based consultants predictable and calculable. We offer various packages with different scopes of services at a fixed price. This allows you to decide which services we can undertake for you and what you would like to do yourself. In this way it is possible for us to handle almost all financial matters for you. Including for example also meeting, services and controlling. The perfect complement to the support of your wealth planning by us as investment advisors.
The digital financial overview of Honorarfinanz AG gives you access to your wealth planning at any time and any place. You can access all factors online – and also via your smartphone. This eliminates stacks of paper on financial products in the closet. The digital financial overview makes you flexible and independent.
We would like to invite you to find out more about fee-based consulting and offer you a free initial consultation. We will show you what fee-based consulting can do for you and how you can optimize your finances with us and invest your assets safely and profitably in the long term.
Start your wealth planning now
If you want to see more of our insights as well as more of our work, visit me on my social media channels!
