Retirement Planning Services

Building secure financial futures through personalized pension strategies and comprehensive retirement planning for Taiwan residents

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Comprehensive Pension Analysis

Your retirement security depends on understanding exactly where you stand today. We analyze your current pension contributions, employer matching programs, and projected benefits to create a clear picture of your financial future.

Many people discover gaps in their retirement planning during our initial review. Last month, we helped a manufacturing supervisor realize her company pension would only cover about 40% of her retirement expenses. Together, we developed strategies to bridge that gap over the next fifteen years.

  • Current pension benefit calculations and projections
  • Labor insurance and national pension optimization
  • Employer retirement fund analysis
  • Personal savings and investment integration
  • Healthcare cost planning for retirement years
Financial planning consultation showing retirement documents and calculation worksheets

Our Planning Process

1

Financial Assessment

We review your current income, expenses, savings, and existing pension arrangements. This includes examining your labor insurance records and any employer-sponsored retirement plans.

2

Goal Setting

Together, we define your retirement lifestyle goals and calculate the monthly income you'll need. We consider inflation, healthcare costs, and your personal retirement timeline.

3

Strategy Development

We create a personalized action plan that may include increasing pension contributions, exploring investment options, or adjusting your retirement timeline to meet your goals.

Meet Your Planning Team

Our experienced consultants understand Taiwan's retirement system and have helped hundreds of families prepare for their financial future. We know the local regulations and can guide you through every step of the planning process.

Emmerich Klavsen, senior retirement planning consultant

Emmerich Klavsen

Senior Retirement Consultant

Emmerich has worked with Taiwan's pension system for over twelve years. He specializes in helping mid-career professionals maximize their retirement benefits and often speaks at financial planning seminars across central Taiwan.

Isolde Varga, pension benefits specialist

Isolde Varga

Pension Benefits Specialist

Isolde focuses on complex pension calculations and benefits optimization. She's particularly skilled at helping people understand how career changes or periods of self-employment affect their retirement planning.

Ready to Start Planning?

  • No. 116, Dayi St, Zhushan Township, Nantou County
  • +88655370901
  • ️ help@evolvingfuturetech.com
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