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Finanzberatung – Professionalität und Erfahrung
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Erfolgreiche Finanzberatung

FINANZBERATUNG

Professionalität und Erfahrung

Heiko Heusenstamm
Dielmar Hainsich

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Ihre persönliche Betreuung nach Maß!

Unabhängige Finanzberatung und Versicherungsmakler

Die richtige Balance

Die meisten erfolgreichen Menschen streben danach, die richtige Balance und mehr Zeit für die bedeutenden Dinge im Leben zu finden. Wir unterstützen Angehörige akademischer Heilberufe sowie Akademiker aus Wirtschaft und Technik dabei, indem wir uns vertrauensvoll um ihre Anliegen kümmern und ihnen helfen, kluge Entscheidungen zu Finanzen und Versicherungen zu treffen und umzusetzen.

Unsere Finanzdienstleistungen garantieren wir bundesweit, als persönliche Beratung vor Ort sowie mittels Onlineberatung via Bildschirmübertragung und Telefon. In einem kostenfreien Erstgespräch können wir gerne prüfen, ob wir zueinander passen und den Umfang der Finanzberatung vereinbaren.

Ihre Wünsche und Ziele

Ziel unserer Dienstleistung ist die positive Gestaltung Ihres Lebens und das Ihrer Familie. Zunächst gilt es daher Ihre Wünsche und Ziele zu erfassen. Wo stehen Sie heute? Was wollen Sie in der Zukunft erreichen? Wo sind die Lücken dazwischen?

Wir analysieren Ihre Situation objektiv und versprechen Ihnen nicht das Blaue vom Himmel. In unseren Anlagestrategien bevorzugen wir effiziente, kostengünstigen Lösungen wie Indexfonds und ETFs. So erhalten Sie die Sicherheit, Ihre wichtigen Ziele zu erreichen.

Mit unseren besten Empfehlungen!

Heiko Heusenstamm
Diplom Kaufmann
Dielmar Hainsich
Diplom Kaufmann