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“How often do I get to conduct an interview for over 10 years before I hire someone? Over 10 years ago, my parents requested that I begin participating together with them in their financial review meetings with Rainer. Over the years, I not only appreciated the financial advice and assistance that Rainer provided my parents, but also the kindness and respect he gave them as well. I always felt Rainer kept their goals first.”

“Earlier this year, when my wife and I found ourselves at a stage in life where we were needing to take stock in our own progress towards retirement, it was easy to turn to Rainer and his team. The financial plan and analysis they performed gave us a peace of mind that my own calculations never could. In addition, they identified several key areas of risk for us to consider that had the potential to disrupt achieving our goals. My wife and I are thankful we chose Rainer and his team!”


“A professional write up and face to face chats fully illuminated our financial way forward. This was a highly interactive process, lots of questions, and different scenarios taken into account. We finally arrived at a place that gave us the appreciation we needed, and preparations to be undertaken to provide for our needs. The explanations to our questions were clearly presented and understood. The timeliness of this analysis couldn't have been better. In this uncertain environment it is important to know that, though one can not cover all the risks, but many have been minimized. Susan and I truly appreciate the effort that went into this work and would recommend this to others.”