Three phases, one thread
Wealth is not built in a single step. It is accumulated, financed wisely and, in retirement, put to work so that it lasts. Frank Bosch Financial Consulting accompanies all three phases from one source.
Wealth accumulation
Private equity, asset management and real estate – three building blocks that complement each other and create substance together.
Financing
Anyone buying property – for their own use or as an investment – needs financing that holds up over decades.
Retirement planning
When the accumulation phase ends, wealth becomes income. Planned, tax-aware and with the next generation in mind.
Private equity
Ownership in companies beyond the stock exchange.
- The most profitable asset class in the world
- Strong returns, high security – invest efficiently
- The best protection against inflation
Asset management
Your portfolio, professionally managed.
- Tailor-made, ETF-based investment solutions
- Equities, bonds, precious metals, liquidity
- Actively managed, far-sighted, transparent
Real estate
Tangible asset, return and tax advantage in one.
- Security and return – with real estate as a tangible asset
- Save taxes, secure public subsidies – your advantage, your property
- Build wealth cleverly with real estate – possible for everyone
Financing
Broad bank comparison, personally accompanied.
- Top interest rates – compared for you daily
- Hundreds of banks in check – more choice, more advantages
- Personal advice – we accompany you from A to Z
Retirement planning
When your wealth should work for you.
- Recognise the pension gap, calculate needs honestly
- Turning wealth into income – planned, not hoped for
- Passing on what remains: succession with foresight
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.