Why is retirement planning important for entrepreneurs?
Ensuring financial security in retirement presents unique challenges for business owners. Unlike employees, entrepreneurs must proactively structure their retirement plans, as standardized solutions rarely apply. Proactive planning offers numerous advantages:
- Long-term security: You protect your standard of living in retirement.
- Tax benefits: Strategic planning for retirement helps reduce your tax burden.
- Succession planning: Retirement planning can be optimally linked with business succession strategies.
Our retirement planning services
1. Assessment of your current retirement situation:
We review your existing retirement solutions (e.g., pillar 3a accounts, pension fund purchases, private investments) and determine your financial needs in retirement.
2. Personalized retirement planning:
Based on your personal and business circumstances, we develop a customized retirement strategy that covers:
- Tax-optimized asset withdrawals
- Use of retirement vehicles such as occupational pension funds or pillar 3a
- Risk coverage for events such as disability or death
3. Integrating business succession:
Deliberate retirement planning goes hand in hand with succession planning:
- Financial separation of private and business assets
- Optimization of business transfer proceeds or dividend strategies
4. Long-term support:
Even after retirement, we continually monitor and adapt your financial plan as needed.
Your benefits at a glance
- Financial clarity: Gain a clear understanding of how to secure your retirement.
- Tailored solutions: Our strategies are designed to align perfectly with your personal and business objectives.
- Tax optimization: We help you take full advantage of available tax benefits..
- Security and peace of mind: Clear planning gives you the confidence that you are prepared for any eventuality.
Why partner with us?
- Experience: We understand the unique challenges entrepreneurs face in retirement planning.
- Independence: Our advice is neutral and exclusively focused on your needs.
- Comprehensive support: We consider both your private and business circumstances, offering solutions that integrate both seamlessly.
Contact us for your retirement planning
Secure your future and that of your business – for lasting financial peace of mind. Our specialists work with you to create a retirement strategy tailored to your specific needs.
