Strategic Asset Planning
We classify both your business and personal asset and income situations taking into account the fiscal characteristics of each and present them in an understandable way, by means of forecasted figures. We provide you with a competent overview of your assets, and show the temporal development of your assets, including the fiscal effects.
From this final analysis you know the value of your assets, how your debts are developing, whether your investments are ‘paying off’, how your tax burden is developing, and whether your retirement income will be reasonable.
In addition, statements of your assets are easily accessible, and can be updated at any time.