Retirement counseling and preparation for retirement
Accounting firm - branches in Tel Aviv and Hadera.
Analysis of a pension insurance portfolio is a significant step in the planning of advice designed to map, analyze and present to the client his insurance and savings requirements in accordance with professional criteria.
Analysis of a personal / financial pension portfolio, including:
Presenting the status of current plans based on information received from the client
Forecast of retirement age
Analysis of comprehensive requirements
Optimizing current plans and presenting a retirement age forecast, after making amendments and providing recommendations.
Summary of data, conclusions and supporting calculations and appendices.
Guidelines for operating and implementing the recommendations, and the concentrated table of plans
The Economic Department of Barsky, Berger & Co. CPA provides services in this field.
The Economic Department has extensive connections with insurance companies, as well as in-depth knowledge of the insurance market in Israel.
We will be happy to serve you. Please call us today.