My daughter recommended Sascha to me because, like many other people, I lacked an overview and clear structure in my finances. Especially in retirement, it was important to me to understand where I stood and how I could sensibly organize my financial situation.
I felt very well taken care of right from the first meeting. Sascha took a lot of time and explained everything calmly, clearly, and without pressure. You can tell right away that he is committed to providing clarity and reassurance.
The comprehensive overview of my assets was particularly valuable to me. For the first time, I had all the information in one place and could really understand my finances. Based on this, we developed a clear, simple plan together that gives me guidance and makes me feel good about the future. In addition, by changing accounts and opening a new savings account, we were able to take advantage of existing savings potential.
The appointment scheduling was also straightforward and pleasant. Today, I finally have structure, clarity, and a very good feeling about my finances. Honest, personable, and highly recommended advice. -Regina Jenkins (retiree)
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