The core activity of baur assistance is the independent consulting of private individuals in matters of retirement, wealth planning and financial planning. This includes in particular:
* Retirement planning: Consulting on the planning and implementation of retirement strategies, including the analysis of pension funds and the optimization of pension and capital payments.
* Wealth planning: Consulting on the planning and implementation of wealth strategies, including the analysis of portfolio contents and the optimization of investment strategies.
* Financial planning: Consulting on the planning and implementation of financial strategies, including the analysis of financial situations and the optimization of liquidity and investment strategies.
The company offers various service packages, including retirement planning 'Light' and 'Premium', wealth planning and portfolio analysis, and works independently and without sales pressure.