{"id":1608,"date":"2019-06-28T14:43:00","date_gmt":"2019-06-28T12:43:00","guid":{"rendered":"http:\/\/hlb-sp.customerstage.de\/en\/?page_id=1608"},"modified":"2026-05-30T08:29:51","modified_gmt":"2026-05-30T06:29:51","slug":"asset","status":"publish","type":"page","link":"https:\/\/www.hlb-schumacher.de\/en\/expertise\/special-fields\/asset\/","title":{"rendered":"Asset planning"},"content":{"rendered":"
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Asset Planning<\/em><\/h1>\n

Trustworthy. Dedicated. Transparent.
\nA look into the future.<\/h1>\n
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Comprehensive consulting for a company involves an analysis of corporate assets as well as private assets.<\/p><\/p>\n

We analyse the financial situation in the context of asset and financial planning, creating transparency and pointing out development potential in the context of budgeting. The goal here is not to sell investment products, but solely to objectively analyse the asset structure and to devise suggestions for improvement. The aim of our consulting is to create transparency for our clients and to provide decision-making capacity. This allows for the deduction of strategic, provider-independent optimisation opportunities. Implementation success can be verified regularly by means of target\/actual comparisons. This way, we render our clients capable of harmonising financial targets and private plans for the future.<\/p>\n

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\u201cHe who works all day has no time to make money.\u201d<\/p>\n

John D. Rockefeller<\/p>\n<\/blockquote>\n

Is that true for you as well?<\/h2>\n

Faced with the many pressing matters of our day-to-day professional life, we often forget the most significant things: we lose sight of our goals, mainly in our private lives, and often act without any plan.<\/p>\n

Time and again, we face the following questions regarding private asset planning \u2013 which often remain unanswered:<\/p>\n

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  • where do I actually stand today, financially?<\/li>\n
  • How are my assets structured?<\/li>\n
  • Is everything developing as successfully as I imagine?<\/li>\n
  • When will I be out of debt?<\/li>\n
  • How much do I have to earn every year until then?<\/li>\n
  • How long will I have to work at minimum?<\/li>\n
  • Will I always be solvent then?<\/li>\n
  • Will I be able to fulfil my biggest wishes at some point?<\/li>\n
  • What happens in case of sickness, disability or death?<\/li>\n<\/ul>\n

    Finally, everything revolves around this question:<\/p>\n

    what is the course of my assets?<\/strong><\/p>\n

    Answering it is easier than you think.<\/p>\n

    With the help of a professional EDP program, we generate your private financial balance sheet. This constitutes a reliable basis for strategic asset orientation as well as inheritance and succession advice.<\/p>\n

    Thanks to our specialised software, we have structured diagrams and tables to demonstrate the course your assets will take. It allows us to project time periods of up to 20 years. Future developments can be simulate to demonstrate potential for optimisation as well as its extent.<\/p>\n

    Method<\/h2>\n

    In a solid inventory, we take stock of your entire asset situation and analyse it with you. This way we create transparency regarding your assets, your income and expenditure and your financial obligations.<\/p>\n

    We carry out this comprehensive approach in four steps:<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div>

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    \n Actual state <\/span>\n \n \n \n <\/svg>\n<\/h3>\n
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    We clearly and comprehensibly represent the actual state of your assets, your income\/expenditure as well as your tax burden. Effective immediately, the structuring of your finances enables you to act more tactical in all financial matters.<\/p>\n

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