My wife and I both work, and as parents of two small children it is important for us to have plenty of time for the family, a little time for ourselves, and of course time for work. Dealing with insurance and other financial issues often falls by the wayside.
Therefore, we are all the more grateful for the extremely helpful and promising support that we have received from the company Optimal Finanzplanung GmbH with its managing director Ron Andres and especially from our personal advisor Mr. Christopher Rösberg in the past two years.
Mr. Christopher Rösberg cares for us in all topics which are relevant nowadays. Whether old-age provision, occupational disability, health insurance or other insurance matters. Partly with the support of other colleagues of Optimal Finanzplanung GmbH who have a better expertise in the corresponding field (e.g. car insurance).
Mr. Christopher Rösberg advised us optimally from the beginning and looked after us in the best possible way. Before the first consulting meetings, he professionally analyzed our situation at the time and our actual needs in the area of all insurance and pension issues, uncovered deficiencies and gaps in insurance coverage and retirement planning, and developed peu-a-peu solution proposals. His meeting preparation and expertise are - as the company name suggests - optimal and we feel that we are in the best hands with Mr. Christopher Rösberg.
The retirement products proposed to us are a very good compromise in terms of security and return. In addition, with the selected products we still have enough flexibility during the entire term to be able to react to contingencies (car repair, new refrigerator, etc.).
Mr. Christopher Rösberg is everything you could wish for in a financial advisor - competent, fast, reliable and also top in human terms. And Optimal Finanzplanung GmbH offers us the best service with its other support services, which we are happy to recommend.
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