Do you need clarity about your finances?
You want to invest money profitably and not make any mistakes?
Do you value independent advice and transparency? ...As a certified financial planner (CFP), I help private clients gain an overview and control over their finances. I take stock and create plans for you to achieve your goals, such as a worry-free retirement. During the implementation, I support you as a financial coach at your side, if desired.
As a fee-based financial investment advisor, I am legally obligated not to accept commissions from banks and insurance companies. This means for you that I am independent and only committed to my clients.
With my proven "steady hand" investment strategy, based on the findings of scientific research, you can let the markets work for you and focus on your life, rather than the stock market. Do you value fair dealing? Cost-efficient products, 100% transparency as well as understandable language are an imperative of fairness.
You want to know how I proceed, what I can do for you and what it brings you? Arrange a free information meeting! I look forward to getting to know you.
Mr. Schmidt took the time to understand my personal needs. He used his "financial script" for this purpose. This offers structure and a logical structure. I liked the fact that he does not use the tool too rigidly. He uses it as a rough guide to highlight all relevant personal, social and economic aspects with the client. For example: what is the individual relationship to (financial) risk and to money, which future expenses are already foreseeable today and should be taken into account accordingly in the financial planning?
Mr. Schmidt's advice helped me to choose a financial strategy that I understand. I can implement it myself, I know the cost structure and how growth can come about, or what risks there are. The strategy is independent of specific products.
In summary, I see Mr. Schmidt's consulting package as a very sensible investment in asset accumulation/management. Especially when compared to the often very high hidden costs of commission based financial advice. I would continue to contact Mr. Schmidt with financial questions.
I was very satisfied with the empathic consulting process, precisely tailored to individual requirements. The clearly formulated, visually supported information, which is absolutely credible due to the independence of the consultant and his sympathetic personality
absolutely credible, pleased me very much. The consulting process helped me to make a clear decision in dealing with my finances. These are the reasons why I would recommend Mr. Schmidt in any financial matter:
Comprehensive, clearly structured information, authentic independent advice, pleasant, trusting atmosphere. Thank you!
Lothar Schmidt took a holistic view of our financial situation and provided us with a solid basis for further action (financial script). In his advice, he takes a systematic approach and explains difficult financial knowledge in a vivid and understandable way. We were also impressed by his open and trusting manner. We are very happy to now have him at our side as a fee-based advisor.
Mr. Schmidt helped me a lot to implement my ideas of a broadly diversified portfolio. He gave me great tips and explained various investment contexts very clearly and in his calm manner. I would recommend his advice at any time.
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Profile active since 12/12/2018 | Last update: 03/24/2022
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