Your adviser
Frank Bosch
Financial advice is a matter of trust. That is why I compare across providers, explain every recommendation so that you can follow it – and stay at your side when your life changes.
Dipl. Kaufmann – Dipl. Wipäd. – Finanzfachwirt (FH)
As a graduate in business administration (Dipl.-Kaufmann), a graduate in business education (Dipl.-Wirtschaftspädagoge) and a certified financial specialist (Finanzfachwirt FH), I combine business thinking with the ambition to make complex matters understandable.
After my two university degrees I spent six years in industry with two very large and renowned German companies – most recently almost five years as an in-house consultant. Building on this, I have been self-employed in the financial sector since 1999; in 2008 I added a part-time degree from Schmalkalden University of Applied Sciences.
My office is at Höllstraße 4 in Stockach. From here I look after private clients, families and entrepreneurs on Lake Constance and far beyond – in person at the office or by video call.
I am not tied to any bank or product provider. What I recommend, I recommend because it fits your situation – not because someone prescribes it.
How I work
Understand first, then recommend
Every consultation starts with your situation, your goals and your questions – not with a product.
Everything from one source
Wealth accumulation, financing and retirement planning interlock. I think them through together so that nothing works against anything else.
Transparent down to the detail
Costs, risks and alternatives are on the table. You decide – I make sure you do so well informed.
„You recognise good advice by the fact that you understand it.“
How we work together
Three steps, no small print. After each step you decide whether to continue.
Initial consultation
About 30 minutes, free of charge, in Stockach or by video call. We clarify your situation, your goals and what you expect from advice.
Analysis and recommendation
You receive a written evaluation with concrete, comprehensible recommendations – including costs, risks and alternatives.
Implementation and support
I implement with you what you have decided and stay at your side: through market movements as well as changes in your life.
Let us talk about your wealth.
An initial consultation takes about 30 minutes, is non-binding and free of charge. In Stockach or by video call.