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.