Our son did research for us on the Internet on the subject of alternatives to investing payouts from life insurance policies in annuity shares. He came across Mr. Vollkommer through his publication in a trade journal as an expert for investments in investment funds.
In a first contact meeting with Mr. Vollkommer he convinced us of his competence as an advisor for financial investments. Above all, he showed us the disadvantages of investing money in pension shares, which our tax advisor at the time had recommended to us as the only sensible investment. He showed us that such an investment is not very profitable and, above all, inflexible in case of unexpected but necessary investments.
Furthermore, he also showed us that the recommendations of our house bank for the investment of money were primarily favorable for the house bank and less for us.
In the now already 12 years of his advisory activity Mr. Vollkommer led us very competently and versed by all heights and depths of the financial markets with his recommendations to investment funds. We thank him for this and are happy to recommend him to others.
Another chapter of his consulting activities were recommendations for the regulation of our inheritance planning. On the basis of his experience, he referred us to a specialist lawyer on this subject.
In the course of our many years of cooperation, we have come to know and appreciate Mr. Vollkommer as a reliable and honest, because neutral, advisor.
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