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E. Lutz

Summary

About the company

The core activity of the company "richtigFAIRsichert" is the independent consulting and brokerage of financial services, particularly in the areas of insurance, pension planning and wealth management. The company offers a comprehensive analysis of the individual situation and existing solutions of its customers, in order to develop tailored recommendations and solutions based on this. The consulting is carried out independently of sales interests and focuses on the needs and goals of the customers.

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Products & services

Industry:Insurance Brokerage & Consulting

✓ Offered7

Insurance consulting

Review insurance policies, clarify needs, compare existing coverages and close gaps; analyse current solutions and remove unnecessary coverages.

Provision planning consulting

Analyse provision planning for individuals, families and companies, assess protection needs and recommend appropriate solutions for the future.

Pension planning

Calculate retirement, early retirement, lump-sum withdrawals or pensions and incorporate the tax implications into the planning.

Wealth management consulting

Capture wishes, dreams and goals, plan financial needs and analyse wealth situations from accounts to asset management and mortgages.

Financing planning

Plan a home or major purchases, assess affordability, highlight risks and evaluate financing options based on the loan-to-value ratio.

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E. Lutz

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E. Lutz

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