Einkommensberatung

Einkommensberatung is a financial advisory brand that helps employees and business owners coordinate their tax, investment, insurance and wealth-planning decisions. Its approach is built around an integrated financial plan rather than isolated product recommendations, bringing together relevant specialists across areas such as tax advice, insurance law, investment, financing, property investment, asset protection, inheritance planning and business structures.

The brand offers an initial consultation at no cost and describes its guidance as independent, clear and tailored to each client. Its process begins with a short introductory call, followed by an analysis of the client’s finances and a strategy discussion outlining potential opportunities and practical next steps. Where appropriate, the team can support implementation and provide an ongoing point of contact.

Services include tax planning and tax returns, insurance reviews, retirement and income protection planning, investment strategies, and support with financing and wealth transfer. An online calculator lets visitors compare estimated outcomes with and without income advice.