-
Getting to the heart of financial and pension planning
LLB Compass – tailored financial and retirement planning for a carefree future
Can I afford my own home? How can I optimise my retirement planning? How can I avoid mistakes in my pension planning? We analyse your situation and advise you on your financial planning.
LLB Compass – your partner for financial advice
Your needs and life goals are as unique as you are. But depending on your phase and situation in life, your needs and goals may change or shift. This means you may also have to adjust your financial or retirement planning. With LLB Compass, we can help you to determine where you're at in every phase of life and fully illuminate all the issues that are important to you.
Find out more in person during a consultation or download our PDF brochure.
The eightpriority areas in detail
Income and expenses
We look at your current income/expense situation together. Based on this analysis, we make suggestions for optimising your savings ratio and covering any income gap.
Assets
Is your goal to build up assets? Together, we determine a suitable investor profile and define an investment strategy. If you already have assets, we are able to structure them according to your wishes.
Retirement planning
Your questions, our solutions:
Own home and real estate
Together, we find out how a mortgage fits into your budget, what the tax consequences are, and whether it makes sense to draw on pension assets. We also examine how to finance your own home during retirement.
Financing
We calculate the affordability of a mortgage based on your income and assets, so that you can enjoy your home for the long term.
Your questions, our solutions:
Taxes
Protection from risks
How good is your coverage in the event of disability due to accident or illness? And in the event of death, how well are your surviving dependents insured? We identify any underinsurance or overinsurance and recommend any necessary steps.
Estate, law, and self-determination
These topics are emotional for everybody. But it is still important to think about them early on. We'll support you.
Come see us
Visit one of our branches. We look forward to giving you tailored advice.
Get in touch with us
Call us. We're happy to assist you by phone as well.
360° advice
Holistic and the right fit for your situation – that's LLB Compass. Learn more.
