Knowledge and experience
The foundation of my wealth planning is retirement planning. My expertise goes back over 20 years. After completing my university studies, I gained practical experience at first-class addresses.
At the market leader Allianz, I was successful as a pension expert and long-standing head of the personal insurance business in northern Germany. Continuous training based on these many years of experience is a matter of course for me.
The portfolio of every financial company has its strengths and weaknesses. As an independent consultant, I can filter out the respective strengths for my clients.
Freedom of choice is the essential prerequisite for fruitful cooperation with customers and clients. As a broker and consultant, I devote myself exclusively to their wishes and goals.
My consulting focus is on the provision for the individual and the goal-oriented and systematic accumulation of assets.
Whether covering existential risks such as occupational disability and illness, optimized capital formation or tax-privileged company pensions, I am well-versed in these fields.
Private and commercial financing concepts are becoming increasingly important in my portfolio. Those with the aim of providing for old age, such as real estate funds.
My clients include entrepreneurs, freelancers, executives or owners of medium-sized companies. They also include people who have high expectations when it comes to planning and designing their 3rd phase of life.
They all share the desire to actively plan their future and to receive profound and independent advice in this process.
If this is also your claim, I am your competent partner with whom you can fulfill your goals.