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SHAPING THE FUTURE!

We leave nothing to chance!

Our private finance planning guarantees a considerate and integrated consultation based on your wishes and expectations. We verify your insurance cover, just as we develop recommendations for a reasonable assets and liabilities structure, advice on succession regulations and testaments, and formulate power of attorney carefully.

Our basic services:

  • Risk analysis (insurances)
  • Statement of assets and liabilities (§18 KWG)
  • Consultation on financing

Added value to you:

  • Advice on retirement provisions
  • The private finance plan
Klaus + Partner - Steuer und Recht Hugenottenalle 171a 63263 Neu-Isenburg Hessen 50.04457 8.69032 +49 (0) 6102 - 71 17 0