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RT Finanzberatungen - Dein Budget-Optimierer

(5 with 15 ratings)

Inspire and move. We are here for you!

Welcome! As a consultant at RT-Finanz, I have 20 years of experience in the areas of insurance, pension provision and tax optimization. The aim of my advice is to optimize your monthly fixed costs - the core of my service. My motivation is not to broker insurance or financial products, but to give people a sense of security and trust.

Our credo is: We represent the interests of our customers, not those of a financial or insurance company. This allows us to concentrate fully on the main goal of our service: reducing your monthly fixed costs, increasing your income and optimizing your contractual services. This means that we have no contractual relationship with financial or insurance service providers, but work exclusively on a fee basis.

After a detailed analysis of your current situation, we recommend targeted measures to make your budget more effective. At RT-Finanz, we guarantee 100% transparency and individual solutions that are tailored precisely to your needs. Let's optimize your financial options together.

RT-Finanz - your budget optimizer
Inspire and move.
We are here for you!

Qualifications

Relevant Diplomas

  • TestedVersicherungsvermittler VBV, 2019

Language(s) in counseling

  • Englisch

  • Französisch

  • Deutsch

Relevant memberships

  • Berufsbildungsverband der Versicherungswirtschaft VBV

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Create a budget plan

Budget plan after divorce

Second opinion

Budget plan after retirement

Second opinion on retirement plan

Early retirement, is it possible?

Receive a pension or capital

Optimize insurance policies

Tax optimization

Pension fund buy-in, is it worthwhile?

Pension situation

Financial Planning

Pillar 3a

Partner protection

Financial independence

Invest money

Invest vested benefits funds

Living situation

Buy a home

Real estate as a pension

Self-employment

Homeownership in retirement age

Optimize tax burden after retirement

Save taxes in retirement

Advance directive and living will

Insure against disability and death

Who inherits how much?

Settle an inheritance

Donate an inheritance

Advance on inheritance

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Major purchase

Reviews (15)

G

Matthias St.

15.04.2025

Anfangs waren wir etwas skeptisch was die Budget-Optimierung anging, waren aber neugierig auf das Resultat. Nach Abschluss der Beratung konnten wir unsere monatlichen Fixkosten um sagenhafte 485.- monatlich senken, was uns eine jährliche Einsparung von 5820.- einbringt. Wir sind sehr zufrieden mit ...

G

Tamara Winkler

25.10.2024

Herr Troxler hat uns sehr dabei geholfen unser Gesamtbudget zu optimieren. Wir sind über das Ergebnis sehr zufrieden und können Herr Troxler jedem weiterempfehlen, der gerne unabhängig und neutral beraten werden möchte. Wir werden uns auch weiterhin von ihm betreuen lassen. Vielen Dank nochmals ...

G

Maria G.

04.09.2024

Herr Troxler hat mit uns eine Versicherungsoptimierung durchgeführt. Wir sparen jetzt monatlich 293.- Franken ein. Wir sind mit diesem Resultat sehr zufrieden. Wir empfehlen Herr Troxler uneingeschränkt weiter! Vielen Dank für die kompetente Beratung.

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