In search of a truly independent financial advisor who works only for a fee (which is not so easy) we became aware of Mr. Jonas.
After a clean and clearly structured analysis of our financial situation, we learned through financial planning what our future cash flows (income/expenses) look like, where any weaknesses exist and how these can be remedied effectively and, above all, inexpensively.
As retirees/employees, we place a lot of emphasis on security and stability. In the area of financial investments, we deliberately decided against an insurance solution and gave priority to a custody account solution with ETFs.
We also received comprehensive and competent advice in the area of long-term care insurance.
The ongoing support and the annual meetings help us to keep track of everything.
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