Your Retirement Planning in Wiesbaden, Frankfurt, Mainz & Nationwide
Your certified financial planner | Your retirement planner.
Financial Planning can provide you with a holistic and comprehensive financial plan (numbers, data, and facts). One component of such a financial plan — or more precisely, one key area — is retirement planning, which typically represents one of the most important, if not the most important, aspects of financial planning.
An individual retirement plan is often quite complex, due in part to personal needs, desires, and goals, as well as the specificities of German taxes and social security contributions.
Retirement planning also includes another critical topic: investment planning.
As a certified financial planner and retirement planner, I help you achieve your retirement-related needs, desires, and goals in the best possible way. The key to this process is ensuring that you gain clarity, so that the complexity of the situation is reduced as much as possible.
This allows you to gain a clear overview of your individual situation — and, if applicable, of your family situation — so that you can make informed decisions based on this foundation.
Let’s clarify your questions together:
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What are your needs, desires, and goals for your retirement?
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Will your ongoing income cover your ongoing expenses during retirement?
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What impact will events like economic crises, low interest rates, and inflation have on your situation?
And most importantly:
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What can you do to best achieve the retirement goals you desire?
In your retirement planning, we consider your individual situation and provide clarity, so that you can look forward to your retirement with confidence and enjoy it to the fullest.
Let us align your retirement plan — and your finances — so you can focus on what really matters in life:
Your life.
We strive for your "financial" happiness!
Carsten R. Streb e. K.
Individuality.
Your life planning is what matters most to us.
Your retirement planning aims to ensure that you can maintain your desired lifestyle and expected standard of living even in retirement.
For this reason, your individual profiling – meaning, among other things, identifying your specific needs, wishes, and goals – is the first and most crucial step in your retirement planning.
Science.
Your retirement lies in the future, and even we cannot predict it with certainty.
However, as certified financial planners and retirement planners, we can make scientifically based assumptions for your personalized retirement plan, giving you the highest possible probability of success.
We would be happy to work with you to develop this plan together.
Ganzheitlichkeit.
In addition to financial planning, we are also licensed fee-based financial investment advisors.
Your life planning can change over time, and we are here to support you comprehensively—if needed. This means we can assist you not only with your financial planning but also with your investments. Even after the initial planning, we will continue to provide advisory services and, if necessary, make updates to your retirement plan to ensure that your retirement planning is always aligned with your evolving life goals, helping you achieve your objectives in the best possible way.
Sustainability.
In addition to financial planning, we are also fee-based financial investment advisors and certified by the FNG (Forum for Sustainable Investment) as consultants for sustainable investments.
This means we can assist you with your investments and, if desired, incorporate sustainability preferences into your retirement planning according to your wishes.
Step by Step:
Towards Your Retirement Plan.
We will develop your retirement plan with you, step by step, using our clear advisory process.
A personalized retirement plan often raises additional questions that result from it. As we mentioned, these may include questions about investments (investment planning), but also tax and legal issues such as:
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Powers of attorney | Bank and healthcare powers of attorney
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Directives
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Estate (estate planning) | Will (gifts, inheritance)
In retirement planning, these topics will also be addressed, prior to estate planning. As your retirement planner, we deal with these emerging topics on a daily basis (however, we do not provide legal or tax advice).
We support you in these areas as financial planners with our expertise and network of selected tax and legal advisors | notaries.
We are also happy to collaborate with your tax and legal advisors | notaries, as needed.
Your Financial Planner.
Your Retirement Planner. In Wiesbaden, Frankfurt, Mainz (Rhein-Main), and nationwide.
We strive for your "financial" happiness.
Carsten R. Streb e. K.