Frequently Asked Questions
Retirement planning is not simple. We know that. People constantly ask us the same things — and that's good. It means you're on the right track. Let's clarify how things work here with us.
Probably yes. When you pick up a calculator yourself, you get some number. But will it be correct? There are hidden taxes, inflation, longevity. That's where things get complicated. We'll show you what's realistic and what could work better. Without a bank lady who wants to sell you a product.
We don't have one price for everyone. It depends on what you need. Someone wants just a 2-hour consultation, another buys a detailed 40-page analysis. You'll find out at the first meeting — and nothing awaits you that we haven't agreed on beforehand. No surprises, no tricks.
Usually 3 to 6 weeks from the first meeting. It depends on how quickly you give us the documents. We collect your papers, data about properties, insurance — basically everything that helps us find the truth. Then we analyze it and you come to see the results. It's not rocket science, but it takes time.
We have certifications and education, yes. But to promise you that retirement will work out exactly as you think? No one can do that. No one. The future is uncertain. What we offer you is a realistic plan built on data — and then we check it and adjust it as things change. That's the best guarantee we have.
By phone, email, or visit us. We're in Prague on Žitná. Some prefer in-person meetings — it's better, you see each other face to face. Others say a video call is enough for them. Both approaches work. Call 114 692 737 or write to [email protected]. We'll respond within 24 hours.
We're in Prague, but that's not a problem. Lots of people come or meet via video. Prague, Central Bohemia, elsewhere — it's not an obstacle. When someone is seriously interested in their own retirement, they make an effort. And so do we. If you come to Prague to the office, we'll meet you there too.
Retirement is the main thing. But when we plan your future, we deal with almost everything — insurance, real estate, savings accounts, debts. All of it affects whether you'll be comfortable or stressed in retirement. You can't separate it. That's why we're comprehensive — without having to go to 5 different offices.
Yes. A plan is not something you do and then it sits on a shelf for five years. Things change — laws, your situation, the market. We contact you, check on the situation, adjust things if needed. You're not alone with old numbers. That's the whole point.