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Independent financial consulting for entrepreneurs and business managers

Fee-based consulting

For entrepreneurs and managing directors

As an entrepreneur, you face daily challenges and decisions that affect the success of your business. Is it economic challenge and increased need for liquidity or the lack of good employees to stay with the company for a long time. There is also the enormous personal burden, especially if family, health and hobbies should not be neglected. After all, this can also be very expensive in the long run. There is usually not much time left over for private finances, and people quickly put their trust in wrong advice or their own misjudgments. Our fee-based consulting for entrepreneurs offers you customized, independent and transparent support in overcoming these challenges. We accompany you on your entrepreneurial path and help you to achieve your goals efficiently and sustainably.

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Exclusive services especially for entrepreneurs:

  • Retirement provision concepts exclusively for managing directors and owners
  • Private digital asset and liquidity planning
  • Installation of your company’s own bank for liquidity increase in the 7- to 8-digit range
  • Optimization of existing executive pension schemes
  • Special concepts for the investment of company capital
  • Strategies for company succession
  • Possible advice on family foundation
  • Network of legal, tax and real estate experts at home and abroad
Fee-based consulting entrepreneurs

The problem of many entrepreneurs

We know that running a business involves a lot of time and commitment. The area of private and commercial finance is complex and often runs parallel to everyday business. Accurate controlling of asset and liquidity development is often difficult. As a result, entrepreneurs are often not in the best possible financial position, especially in the private sector. Over time, they acquire financial and insurance products, which, however, often do not correspond to their actual life and business goals. High product costs lead to disappointing results in the area of asset accumulation. The main reasons for this are a lack of time, knowledge and opportunities to bring about change, as the real merit comes from technical expertise in the respective business area.

In such situations, it is essential to have a trustworthy partner at your side who can assist you in financial matters and help you make sound decisions. Fee-based consulting for entrepreneurs offers the ideal solution here to provide you with independent and competent advice and help you achieve your financial goals in the best possible way.

How we can help

We know that running a business requires a lot of time and commitment. The area of private and commercial financing is complex and often runs parallel to day-to-day business. Accurate controlling of asset and liquidity development is often difficult. As a result, entrepreneurs are often not in the best possible financial position, especially in the private sector. Over time, they acquire financial and insurance products, but these often do not match their actual life and business goals. High product costs lead to disappointing wealth accumulation results. The main reasons for this are a lack of time, knowledge and opportunities to bring about change, as the real merit lies in professional expertise in the relevant business area.

In such situations, it is important to have a trustworthy partner by your side who can support you in financial matters and help you make informed decisions. Fee-based consulting for entrepreneurs offers the ideal solution here, providing you with independent and competent advice and helping you to achieve your financial goals in the best possible way.

Die Schwerpunkte bei unserer Honorarberatung für Unternehmer

Fee-based consulting entrepreneurs

Analysis

Here, the focus is on creating a comprehensive financial profile that takes into account your current financial circumstances, goals and risk tolerance. Our fee-based advisor will analyze your financial situation and create a financial plan tailored to your needs that supports your short-, mid- and long-term goals. Making fee-based advice work best for entrepreneurs.

Fee-based consulting entrepreneurs

Strategy development

In this module, a customized strategy is developed based on the results of the analysis and planning. Your advisor recommends suitable commission-free investment products, optimizes the tax arrangements and supports you in implementing the developed strategy. The focus is on independence from product providers to ensure that your interests are at the center.

Fee-based consulting entrepreneurs

Continuous monitoring

Independent fee-based consulting for entrepreneurs doesn’t stop at strategy implementation. Ongoing monitoring and adjustment of your finances are critical to respond to changes in your life or the market environment. Your advisor will regularly review your financial plan and ensure it still meets your goals. Adjustments are made as needed to ensure your long-term financial security and success.

We are your investor coach

The team of Honorarfinanz AG is interested in a long-term partnership in the sense of a professional savings ring partner.
In which we will bring you much faster closer to your financial goals.

We work completely product independent and neutral – just like you are used to from your tax advisor or lawyer. We have your back and are there for you even in difficult times.

You can rely on us to keep your investments running and concentrate fully on your core business and the priorities in your life.

Florian Zekert has a wealth of practical as well as academic knowledge and is always on the ball for you when it comes to current market events. Among other things, he completed his certificate studies as a foundation advisor in 2022 and placed 54th in the “Financial Advisor of the Year” competition. He loves to explain complex issues in an easy-to-understand manner and to relate to his clients patiently and empathetically. His clients also appreciate his positive & motivating nature.

Learn more about Florian Zekert

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Are you looking for other network partners?

Our fee-based consultant Florian Zekert is a member of the Bundesverband mittelständischer Wirtschaft (BVMW for short) in the Leipzig region and also a member of Business Network International (BNI for short), the largest entrepreneur business network worldwide. In 2020, he moved his BNI membership to the English-speaking entrepreneurial group BNI Mallorca International. This provides him with an extensive network of reliable and grown relationships not only throughout Germany, but especially to Mallorca, Spain and worldwide.

Scientific investment advice

Our fee-based investment advisor optimizes your asset accumulation strategy with individual advice and helps you to make sound investment decisions that you can understand and with which you can reliably achieve your goals. Remuneration is commission-free, based on a transparent fee.

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Florian Zekert hat 4,97 von 5 Sternen 53 Bewertungen auf ProvenExpert.com