Roth Finanz – seit 1970

Retirement provision: preparing today for tomorrow.

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Hand-drawn tree with roots and a clock for long-term planning

Financial provision is a matter of trust.

  • Plan private and occupational pensions.
  • Manage support funds with confidence.
  • Create value for employers and employees.
Arrange a pension consultation →

Solutions for companies and individuals.

Company pension schemes (bAV)

Attractive salary conversion and bespoke corporate pension models to boost staff retention and tax efficiency.

Support funds & pension trusts

Compliant administration, ongoing audit and balance-sheet-neutral structuring of corporate pension trusts.

Director & executive provision

Tailored retirement solutions for business owners and executives – aligned with corporate structure and tax planning.

Subsidized pensions & risk protection

Maximizing state funding mechanisms and holistic coverage for longevity and biometric risks in retirement.

Funeral expenses insurance: Self-determined provision.

State health insurance grants for funeral expenses have been eliminated. Protect your loved ones from sudden costs typically between €5,000 and €10,000.

  • Cover funeral expenses reliably and independently in advance.
  • Shield surviving dependents from sudden financial strain.
  • Benefit from inheritance-tax-free payouts when needed.
Detailed explanation of funeral expenses insurance →

Let’s talk about your questions.

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