Finanzberater in Weiden.
My office is at Bahnhofstraße 22 in the centre of Weiden. From here I have been advising families, doctors and self-employed people from the town and the surrounding area since 2019, in person and without product pressure.
Book a consultation→Weiden is a town with many medium-sized businesses, medical practices and employees on stable incomes. For exactly these groups, well-thought-out protection and retirement planning matter most, and that is where my focus lies.
- 01 In-person appointments at the office on Bahnhofstraße
- 02 Support for local practices and self-employed people
- 03 Short distances, appointments often within 48 hours
Your goals.
My work.
Four areas in which I have guided clients through the most important financial decisions of their lives for over six years.
Common questions from
Weiden.
Was Mandanten aus Weiden in der Oberpfalz und Umgebung am häufigsten wissen wollen.
01 Where exactly is your office in Weiden?
Bahnhofstraße 22, 92637 Weiden in der Oberpfalz, centrally located and easy to reach. The simplest way to arrange an appointment is by phone or directly online.
02 What does the advice cost?
The advice itself is free of charge for you, permanently. For the detailed financial analysis there is a one time handling fee of 86.40 euros. If I cannot improve your household finances by at least 100 euros a year, you get that fee back in full.
The fee covers the work of going through your documents and producing the written analysis. You pay it once, not per meeting and not on an ongoing basis. The first conversation itself remains free and without obligation.
03 How does the advice work?
After you book an appointment we meet in person in Weiden or online. I take the time to understand your situation, go through your existing documents and discuss possible improvements openly with you. The first conversation takes around 30 minutes.
Mostly I ask questions: where do you stand, what matters to you, what worries you? Only after that do we look at whether and how I can help. If I am not the right person for your situation, I will tell you.
04 Who is this advice for?
For anyone who wants clarity about their cover. People starting their career, families, the self employed and people close to retirement. My aim is to make your finances understandable, regardless of how much you have available each month.
You need no prior knowledge and no prepared paperwork. Many clients arrive with a folder they have not opened in years. That is exactly where we start.
05 Do I have to cancel my existing contracts?
No. I check objectively whether your current contracts are still up to date and still make sense. You decide yourself whether to adjust or switch anything. A contract is only cancelled if switching brings you demonstrable advantages.
Older policies from the 1990s or early 2000s often carry guarantees that no longer exist today. Cancelling those would be a mistake, even where a new contract would be financially more attractive for me.
Let's
talk.
Direct, no detours. Choose whichever channel suits you best.
A conversation, with no obligation.
Thirty minutes. We get to know each other. You see how I work. If it fits, we continue together. If not, you leave with an honest assessment.
Prefer to write?
Short message, reply within 24 hours