Services.
Your FinanzPlaner.
Life Planning is Financial Planning.
You will receive personalized services from us, tailored to your personal, family, and business needs.
We provide you with the right services according to your requirements and offer clear financial insights to your individual questions in simple terms, with an efficient use of our time.
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Financial Planning | Holistic.
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Financial Planning | Topic-Based:
Investment Planning.
Retirement Planning.
Financing Plan.
Security Plan.
Estate Plan.
Wealth Advice / Management.
Private | Family Office.
Second Opinion.
We understand that you are unique, and we specialize in offering customized services that are tailored to your individual needs, desires, and goals.
Of course, we work exclusively in your best interest and offer clear compensation models.
We are pleased to offer you a free consultation at our office in the beautiful Rheingau, as well as in the Rhein-Main area Wiesbaden, Frankfurt, Mainz or nationwide.
Naturally, we are also happy to meet digitally.
We look forward to hearing from you or reading your message.
We strive for your financial happiness.
It is our honor,
Carsten R. Streb
Carsten R. Streb e.K.
Your added value.
As individual as you are.
Tax | Optimisation.
A FinancialPlan naturally also takes tax aspects into account and should help you to minimise your tax burden (incl. social security contributions) on the basis of our general information (no tax advice!) on your FinancialPlan.
Here we work together with our tax co-operation partners (tax advisors), but also - if required - with your tax advisors.
Tax efficiency.
Reduction of costs.
If you would like to implement your individual financial plan with us (brokerage) and, if necessary, have it accompanied.
We offer you the greatest possible
- clarity
and
- transparency
about the costs of a consultation or the costs of solutions (products).
If required, we can also analyse existing solutions (products) for you:
cost efficiency.
Important:
Costs must be differentiated! On the one hand, for consulting and for solutions (products). On the other hand, between pure costs or an I
investment.
If these represent an investment, they can - provided they are of an appropriate quality - also bring you greater efficiency in achieving your goals.
for achieving your goals.
Please do not hesitate to contact us!
Strategy. | Tactics.
An overarching financial plan starts with the best possible data basis and an analysis of your current situation. This also defines your financial goals and then helps you to develop your individual strategy | your financial plan (TARGET) so that you can live your life as you imagine it and achieve your necessary goals in the best possible way.
If required, we can also offer you an accompanying - regular (monitoring and updating) - financial planning service.
Risk/return
Through individual profiling, including your risk/return profile, we develop the strategic basis for your best possible asset structuring (allocation | investment classes) in line with your financial plan | life plan.
We then support you in the tactical allocation of the individual asset classes.
So that you can achieve your goals with the highest possible probability.
Investment efficiency.
Law | Optimisation
A FinancialPlan naturally also takes legal aspects into account and should help you to optimise the legal structure of your FinancialPlan on the basis of our general legal information (no legal advice!).
Here we work together with our legal co-operation partners (lawyers and notaries), but also - if required - with your legal advisors.