Contact
Request an initial consultation
Book an initial consultation with Frank Bosch in Stockach: by form, phone +49 (0)7771 921339 or email. Non-binding and free of charge.
Request an initial consultation
By arrangement – evenings or by video call are fine.
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.
Frequently asked questions
What does an initial consultation cost?
Nothing. The initial consultation serves to get to know your situation and your questions and to clarify whether and how I can help. It is non-binding.
Are you tied to a bank or a provider?
No. I work as an untied broker and compare offers from many banks, fund companies and insurers. What is recommended is what fits your situation.
From what level of wealth is advice worthwhile?
There is no fixed threshold. What matters is that you want a structure for your money – whether for a first portfolio, a property purchase or retirement planning.
Do you also advise outside Stockach?
Yes. My office is in Stockach and many clients come from Lake Constance and the Hegau region. Video consultations are possible throughout Germany.
What happens after the initial consultation?
If we decide to work together, you receive a written analysis with concrete recommendations. Implementation and ongoing support are then agreed step by step.