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Arriving financially in Germany is not easy. We will develop an individual & reliable solution for you!
Arriving financially in Germany is not easy. We will develop an individual & reliable solution for you!
As a US citizen, our experts offer you the opportunity to invest in profitable investments and thus efficiently build up assets and provide for your old age. Arrange a free and non-binding initial appointment with one of our specialists for US persons.
As a US citizen in Germany, the subject of asset accumulation, investment and retirement provision is often extremely difficult. Many providers do not offer any investment options for US citizens due to the many US regulations. We support you in finding profitable investments.
The reason for this is a change in the law on the part of the USA, which entails a significantly higher administration effort for custody accounts for persons with a US connection. US citizens and dual (US) citizenship are affected. Even many existing custody account customers were terminated without further ado.
Stay up to date on our projects so you don't miss an opportunity!
You will appreciate our expertise and specialization through our highly trained consultants in all areas:
A cost-efficient and transparent investment structure.
Our experts will be happy to advise you in English if you wish.
Tax-efficient investment without paper wars with the tax office.
Profitable investment in funds and ETFs.
Germany-wide advice via video conference.
Your insurance policies are tax-free if they were taken out before January 1, 2005. However, you have to pay tax on insurance contracts that you have concluded afterwards.
Not only do you have to cancel insurance policies, you can also sell them. Especially with life insurance, you can get another 2-4 percent out of special providers than with the payment by your insurer.
If you have an older life insurance policy that you took out before January 1, 2005, you should not cancel it. The reason: These are tax-free and usually have a better return than the insurance that you can take out today. Therefore: It is best not to cancel!
Sunk costs are those that have already been incurred and cannot be reversed. This means costs that you have already paid or still have to pay. Examples of sunk costs are marketing measures to increase awareness and can be seen as value or assets and included in the balance sheet.
If your stock has high political risk because it comes from an emerging or developing country, the return will be higher in most cases.
High quality companies typically have higher returns than lower quality companies. That's measured by its earnings-to-book ratio or debt ratios.
We help you to clarify the complex US facts and show you your options.
Many thanks to David for the dedicated and transparent advice! And great praise again for the comprehensive answering of our questions! In the end, we felt that we were really safe and competently advised when making the decision, and this is rare in the opaque financial products industry. Continued success!
Great first experience with them! Mr. Reinhard was my contact person and I can only recommend him!
The advice from Mr. Reinhard when changing the Riester pension was technically very good, quick and even uncomplicated via video telephony and possible at any time. So I highly recommend this.
Fair and transparent advice. I also asked extremely in-depth questions about the repayment surrogate and although I wasn't a blatantly wealthy customer, the guys and gals went out of their way to cover all of my issues and answer my questions about any of my concerns. Greetings go out especially to David!
I received competent and detailed advice from InVertas. The advice was adapted to my needs due to the physical distance, the advisor got an overview of my current situation and answered all of my questions in great detail. What is very important to me: before I sign anything, I want to understand it on 100%. With InVertas, this worked just as I had hoped, all my questions were answered and I also received helpful information that I could use to read up on the subject. Many Thanks.
Among other things, I inquired about old-age provision there and I am really positively impressed by the advisor. He responded to my requests very well and was and is really always available for me! He always took a lot of time for my questions and also showed a lot of patience and friendliness! I compared the product he recommended with others and finally decided on it. On the one hand because the product really convinced me in the end and on the other hand because the consultant David R. really took the time and explained everything to me very clearly and well. Great advisor who really doesn't let you down!
Alternatively you can contact us at +49 6221 67412 reach.
You cannot have your finances professionally managed without a basis of trust. So get to know us so that you get a serious impression of us!
Do you need a hands-on consultant? Then stop by our beautiful office!
Alternatively you can contact us at +49 6221 67412 reach.
You cannot have your finances professionally managed without a basis of trust. So get to know us so that you get a serious impression of us!
Do you need a hands-on consultant? Then stop by our beautiful office!
Alternatively you can contact us at +49 6221 67412 reach.