Badent & Klemm Consulting Office Community
Professional
Insurance
and financial advice
Individual advice and tax-optimized investment strategies with independent brokers.
Individual advice and tax-optimized investment strategies with independent brokers.
- Optimally protected
- Save time and money
- Planning for the long term
Our partners
Insurance
Have you already taken out insurance policies but aren't sure if they still suit your needs? We'll review your existing contracts free of charge and without obligation. No matter where you purchased them, our contract check will uncover any gaps in your coverage, optimize costs, and show you if there are better alternatives on the market.
Wealth accumulation
Your money should work for you – not the other way around. With tax-optimized investment strategies, fund-based solutions, and real estate as an investment, we'll work together to develop a concept that fits your goals. Whether short-, medium-, or long-term: We'll show you how to build your wealth step by step and grow it over the long term.
Retirement provision
The statutory pension alone is hardly enough to maintain your accustomed standard of living in retirement. We analyze your individual pension gap and develop a suitable plan – from company pension schemes and Rürup and Riester plans to ETF-based pension insurance. This way, you can enjoy a relaxed and financially independent retirement.
Convince with results.
Reviews are very important to us. They provide us with feedback on our daily efforts. We are, of course, especially pleased with 5-star ratings. Clients have the opportunity to rate the firm on Google or other platforms. We do not verify whether a review is from a client before it is published.
The concept
Your free plan for your financial journey. Overview of our concept process.
Introductory meeting
In our initial conversation, we'll get to know each other in a relaxed setting and see if we're a good fit. I'll explain my services and our advantages, and we'll get a clear picture of your current situation.
Breakdown of your goals
We'll discuss where you want to go in life and what you want to achieve. We'll focus on short-term (<5 years), medium-term (5-15 years), and long-term goals (>15 years).
Concept work
This is where my real work begins. Behind the scenes, I develop a concept tailored specifically to you. I take your current situation into account, address your goals, and select the best products from all relevant providers on the market.
Presentation of the concept and consultation
In our second meeting, I'll present you with your personalized financial plan to help you achieve your goals. This is where genuine knowledge transfer takes place. It's important to me that you understand why I'm recommending certain things and that the plan makes sense to you.
Summary via email
I'll send you a brief summary of the complete financial concept via email. This will give you the opportunity to review my recommendations and sleep on it before deciding.
Q&A and start of collaboration
In our third meeting, we'll answer all your questions and clarify any remaining uncertainties, if necessary. Only when all your questions are answered and you have a good feeling about it will we begin implementing your concept together.
Perfectly insured!
Our products
Perfectly insured!
Our products
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Always there for you
Your contact persons
Always there for you
Your contact persons
Welcome to Badent & Klemm Consulting
You did it! Your financial path is written. It includes YOUR personal goals, which we will achieve together with your individual plan. We will continue to work closely together to make changes easy and effortless for you.
- info@b-k-consulting.com
-
Market Square 9
69469 Weinheim
-
Market Square 9
69469 Weinheim - info@b-k-consulting.com