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Financial and pension planning advice – lifelong advice that fits your situation

We can provide you with holistic and comprehensive advice only if we understand you and your situation and are able to address it in detail. For that reason, LLB Compass considers eight interconnected advisory topics that we analyse and plan within an individually bundled package.

To make it easier for you to select the most appropriate measures to ensure your financial security, we have developed the following advisory packages for five different phases of life, with different weights for each individual topic:

  • LLB Compass 25+ for young professionals, singles, young couples, and young families

  • LLB Compass 35+ for established individuals, couples, and families

  • LLB Compass 45+ for people in the prime of life

  • LLB Compass 55+ for forward-looking pension planning

  • LLB Compass 65+ for retirement free from worry

For young professionals, singles, young couples, and young families - LLB Compass 25+

Advisory packages 25+

Don't wait until tomorrow to think about your financial future – lay the foundation for your financial security today. The advisory package LLB Compass 25+ focuses on asset planning and protection from risks, so that you and your family can fall back on a pension solution in line with your needs, even if you're unable to work.

25+ - Your advantages

  • You invest your savings in a targeted way
  • You provide for your financial security even if you have an accident or disease
  • You save taxes and can spend the money on your ideas

For established individuals, couples, and families – LLB Compass 35+

Advisory packages 35+

Do you want to start a family, buy a home, or build one yourself? Are you changing jobs or do you want to start your own business? These are all good reasons to review your overall situation. Provide security for yourself and your family. With LLB Compass 35+, you can set the course for your future today.

35+ - Your advantages

  • You know what form of housing is right for your budget
  • You provide for your financial security and that of your family even if something happens to one of you
  • You invest your assets in a targeted way and save taxes

For people in the prime of life – LLB Compass 45+

Advisory packages 45+

You are in the prime of your professional and private life, and retirement is still a long way away. Nevertheless, you should start thinking about your financial future at an early stage in order to be able to live comfortably during retirement. As part of the advisory package Compass 45+, we clarify questions regarding risk and retirement planning and how to provide financial security for your family.

45+ - Your advantages

  • You provide for your financial security and that of your family even if something happens to one of you 
  • You choose the optimal financing for your own home and link it to your pension planning
  • You invest your assets in a targeted way and save taxes

For forward-looking pension planning – LLB Compass 55+

Advisory packages 55+

Decisions regarding retirement affect your whole life. This is why the package LLB Compass 55+ gives you the option of planning together with us and helping you to make the right decisions. The crucial advisory components include income and expenses, asset planning, and retirement provision – especially occupational pension provision.

55+ - Your advantages

  • You take advantage of the opportunities afforded by your pension scheme and avoid mistakes in pension planning
  • You achieve lifelong secure income
  • You invest your assets in a targeted and profitable way, and you finance your own home securely even through retirement

For retirement free from worry – LLB Compass 65+

Advisory packages 65+

Think ahead and manage all your financial affairs now so you can enjoy your retirement in an active and self-determined way. With LLB Compass 65!, we will advise you on income security and asset investments during retirement as well as on the order of inheritance and estate planning.

65+ - Your advantages

  • You achieve lifelong secure income
  • You invest your assets in a profitable way, know how you want to pass them on, and avoid mistakes in estate planning
  • You create the best conditions for yourself and your environment with a valid power of attorney
In which phase of life are you? Do you want to secure your financial future and learn more about your financial and pension planning options?

Please feel free to get in touch with our advisors. In a personal consultation, we will illuminate your situation and provide you with concrete recommendations for action.