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Private Finanzplanung
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Product Details
Die Private Finanzplanung hat sich als anspruchsvolle Dienstleistung in der Vermgensberatung etabliert, denn immer mehr vermgende Kunden erwarten eine individuelle und zukunftsorientierte Beratung ber die Gestaltung und Optimierung ihres Privatvermgens unter Bercksichtigung von Risikominimierung, Rendite- und Steueraspekten. Dieses Buch vermittelt Finanzberatern die Grundlagen und Strategie fr eine ganzheitliche Vermgensstrukturberatung: Analyse der Situation, Bercksichtigung der komplexen steuerlichen Zusammenhnge, Projektionen knftiger Zahlungsstrme, Integration aller Problemfelder des Anlegers; er erhlt Informationen ber Werkzeuge und Honorar der Beratung. Das Buch wendet sich an Anleger, die am langfristigen Auf- und Ausbau, Optimierung und Sicherung des eigenen Vermgens interessiert sind.
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