PERSONAL WEALTH PLANNING SERVICE
Personal Asset and Liability Statements:
- Index of your personal assets and financial statements including a summary
- Status quo explanation (asset balance)
- Composition of assets
- Composition of liabilities
- Changes
- List of capital investments
- List of endowment policies
- List of pension insurance policies
- List of loans
- Detailed presentation of the Asset and Liability Statement
Scenario Calculation:
- Risk analysis for the case of death or divorce
- Risk analysis for the case of occupational disability
- Option of selling the business
Overview of Personal Liquidity:
- Status quo explanation
- Statement of personal revenues and expenditures
- Composition of revenues
- Composition of expenditures
- Changes in liquidity
- Changes
- Liquidity utilisation
- Taxes
- Inflation
- Detailed presentation of loans
LANGUAGE
HÜBNERS SOUND
