Retirement Planning
Consulting

Plan for today so you can make your own choices tomorrow. With a strategy that fits your life and grows with you.

Retirement Planning Advice
What does retirement planning mean?

What does retirement planning actually mean to you?

Retirement planning is more than just a "pension." It’s about financial independence: being able to make decisions for yourself, your family, and your lifestyle. With a plan that’s easy to understand, fits your goals, and works even when your life changes.

That’s exactly why we at Finora develop customized retirement strategies: transparent, flexible, and sustainable in the long term.

Request a free initial consultation

How we work: independent & transparent

Plan for retirement

Your interests are our top priority. We work without product restrictions and evaluate retirement solutions based on clear criteria:

Costs and Contract Model

Flexibility (contributions, breaks, withdrawals)

Return/Risk Profile (historical & projected based on assumptions)

Pension Factors and Eligibility Requirements

Tax implications within the legal framework

This way, we find solutions that fit your situation—transparent and without any sales pressure.

Why private retirement planning is essential

The statutory pension provides only basic coverage, which is unlikely to be sufficient to maintain one's standard of living. Without personal retirement savings, one's standard of living in old age will drop significantly by the amount of the individual pension gap.

Request an analysis
Private retirement planning

Find out how big your retirement gap is and what savings goal really makes sense.

We compare suitable retirement planning options and use them to build a strategy that fits your lifestyle.

Schedule a free initial consultation

Our top picks for private retirement planning

Depending on your goals, tax situation, and desired level of flexibility, different solutions may be appropriate. We’ll show you the options and help you determine which one is right for you.

Retirement Planning Favorites

A modern form of retirement planning: predictable payouts, flexible options, and, depending on the circumstances, tax advantages.

  • Lifetime or long-term payments (depending on the plan)
  • Investing in broadly diversified ETFs, using a clear strategy rather than gut feelings
  • Flexible options (premiums, breaks, copayments, payout options)
  • Cost and rate comparison based on transparent criteria
  • Tax classification within the legal framework, tailored to your situation

We’ll help you choose the right plan, draft your contract, and set up a sensible ETF structure.

Modern, cost-effective, and high-yield.

  • Above-average return potential of historically more than 8% per year
  • Broad diversification and a professional investment strategy
  • Flexible savings plans and lump-sum payments are possible at any time
  • Low-cost structure

We'll help you build a high-quality, professional ETF portfolio.

Real estate listings:

  • Long-term potential for capital appreciation of 3–4% per year (historically proven)
  • Stable rental income: A reliable source of income in retirement
  • Reliable protection against loss of purchasing power

We'll help you develop a strategy and select the best property.

As varied as your life: Retirement planning tailored to your life situation

Self-employed individuals

For the self-employed, retirement planning is a whole different story: no employer contributions, often fluctuating income, and many tax considerations. We develop a strategy that is efficient, flexible, and practical for everyday life.

Protection & Status Quo

We review your coverage (and identify any real gaps) in a clear and prioritized manner.

Structuring for tax efficiency

We’ll show you how retirement planning, investments, and—if applicable—real estate can work together effectively, tailored to your liquidity and tax situation.

Flexible for those with irregular income

Solutions you can scale up or down without everything falling apart.

Discuss retirement planning for the self-employed

Internationals & Expats

We understand the typical challenges associated with international careers: moving between countries, different contracts, different currencies, and many unanswered questions about benefits.

Clarity on Entitlements & Options

We help you sort out what you already have and what makes realistic sense.

Explained in simple terms

You'll get clear, straightforward information about your options, in German or English.

Flexible when moving

Our plans remain flexible, even if you leave Germany.

Request advice for expats

Employees

Between work and daily life, retirement planning often gets put on the back burner, yet it’s unclear what the government, your employer, and you yourself should contribute. We provide clarity and develop a plan that fits your income, life goals, and need for security—without any complicated hassle.

Start the retirement planning check for employees

Young Professionals & New Graduates

Retirement may seem far off, but this is exactly when you have the most influence. We'll help you set the right course early on.

Use time to your advantage

Even small contributions can make a big difference in the long run if the structure is right.

Grow alongside your career

Your income and your plans change. Your retirement plan should scale flexibly.

Plan Your Retirement Right from the Start
Retirement Planning Strategies in Financial Advisory Services

What sets our retirement planning solutions apart

Our plans combine growth, flexibility, and transparency, and remain adaptable as your life changes.

Cost-conscious & transparently structured

Flexibly adaptable to income, life stages, and family planning

Designed with an international perspective, also useful for plans involving other countries (depending on the product or contract terms)

Learn more about your options

Your retirement planning starts with a clear decision.

Effective retirement planning requires strategy, clarity, and flexibility. Let’s analyze your retirement gap and develop a plan that fits your life, both now and in the future.

Schedule a free initial consultation