Verlingue expands into Financial and Retirement Planning
With its new Financial and Retirement Planning service, Verlingue is further expanding its range of services. We now support private individuals and business owners with important financial decisions – independently, holistically and with a long-term perspective.
Retirement, wealth accumulation or financing a property – financial decisions are often closely interconnected and can have a long-term impact on your personal situation. With our new advisory service, we bring together pension planning, financing, real estate and estate planning in an integrated approach.
Together with our clients, we develop individual solutions tailored to their personal goals and needs. As an independent partner, we represent their interests in dealings with banks, insurers and financing partners. The focus is not on a particular product, but on finding the solution that is right for you.
Our services
Financial and Retirement Planning includes:
- Financial and pension planning
- Retirement and estate planning
- Review of existing pension arrangements
- Tax optimisation
- Real estate financing concepts
- Mortgage brokerage
- Portfolio analyses
- Support with construction, property purchases and planning projects
With Financial and Retirement Planning, Verlingue is adding another component to its comprehensive advisory services. This means we support our clients not only with insurance matters, but also with important financial decisions – personally, independently and with a long-term perspective.