Your First-Class Upgrade in Insurance and Finance
The Direct Line to Insurance Advice
Insurance contracts are not just simple documents. They are long-term policies that provide crucial protection for various phases of life. Whether it’s securing your family, protecting your property, or planning for retirement – every decision has far-reaching consequences. Therefore, it is essential to seek personal advice and support from independent experts who not only know the insurance solutions on the market but also understand the life circumstances and goals of their clients. “All good things that happen set the next in motion.” Quote by Goethe.
Plan for Retirement
Together, we define your investment goals and develop a strategy that supports your planned exit from professional life.
Secure Income
To ensure your monthly expenses are covered in case of illness, we calculate private daily sickness benefits as well as disability insurance.
Private Insurance
We provide specialized advice on private health insurance coverage for civil servants eligible for allowances, self-employed individuals, and voluntarily insured employees.
Protect Real Estate
Whether it's an investment property or residential real estate, we put your building insurance coverage to the test. We focus on appropriate insurance sums and all-risk coverage.
Occupational Pension Provision
We create a suitable pension scheme for your company, clearly defining the rules for occupational pension and health care provisions.
Inheritance and Gifting
Capital insurance with lucrative options to pay out assets to beneficiaries with tax reduction and tax-free benefits. Contact us for more information.
Financial Strategy for Health
Health is the greatest asset – and that’s precisely why we always keep it in mind when shaping your financial world. Whether it’s insurance, property financing, real estate, or financial investments – a solid financial strategy not only strengthens your financial base but also your well-being. This includes health-related safeguards such as private health insurance, which offers optimal protection for you and your family. “A healthy person without money is half sick” Quote by Goethe.
Appreciation of Our Clients
Our clients value excellence and independence. They prefer not to be advised by insurance representatives, structured sales organizations, or their account-holding bank, but find in us support that is free from conflicts of interest.
They choose expertise that is both well-founded and tailored to their individual needs. This is how we create solutions that combine substance and foresight. Quality means taking time, and we are happy to take the time for you. “Here I am human, here I am allowed to be” Quote by Goethe.
Personally There for You
Denis Saalmüller
Insurance Specialist
Managing Director
Wendike Westphal
Insurance and Finance Specialist
Insurance Expert
Kathrin Wenz
Office Communication Specialist
Back Office
What Can We Do for You?
Our team of specialists is at your disposal. Write us an email at poststelle@goethe-finanz.de or give us a call.
Private Health Insurance and Options
Private health insurance offers first-class health care without restrictions due to statutory health insurance budgets. For those eligible for allowances, it represents an optimal, cost-effective supplement. Employees with an income above the annual income threshold, as well as members of professional chambers, should also consider switching to private health insurance.
An early health assessment and the conclusion of option tariffs at the start of one's career can pave the way for private health insurance.
Disability and Retirement Provision
We advise planning early for private retirement provision and disability insurance – even a small contribution at the beginning can provide strong long-term security. To avoid any coverage gaps, insurance protection can be flexibly adjusted to income levels over the years.
Given the increasing number of mental illnesses and more frequent career transitions, it makes sense to enable young people to start solid provision early on.
Occupational Pension and Health Care Provision
Strong occupational pension provision and
private health care help to attract and retain talented employees. With tailored contracts and clear pension schemes, companies strengthen their team and position themselves as preferred employers in the competition for talent.
Benefit from our expertise as a
certified specialist for occupational
pension schemes – we provide optimal support for your company.
Multifaceted Retirement Planning
Together, we turn your dreams of early retirement and a worry-free retirement into reality. Our tailored retirement planning is based on a holistic approach that considers your financial goals, lifestyle desires, and personal values. Effective phase-out management plays a crucial role in ensuring that all steps of your planning are implemented smoothly and in the right order.
Individual
Future Planning
Shape your future with us: We not only help you with retirement planning but also support you in financing your dream property abroad – a retreat that grows dear to your heart over the years and provides the perfect setting for your well-deserved retirement. Trust in our expertise and our exclusive contacts with investors in idyllic, touristically untouched regions, so that you can realize your dream of a fulfilling retirement!
Global
Investment Strategies
A diversified investment strategy is a proven approach to minimize risk while maximizing the potential for returns. Especially in a globalized world where markets and companies in different regions are interconnected, it becomes evident that global diversification is highly advantageous. Emerging markets offer high growth opportunities through young populations, increasing consumption, and often favorable stock valuations. Despite certain risks, they can be a strong addition to a balanced portfolio.
