
Tobias Graber
Kriens
Tobias Graber
(0 with 0 ratings)
Simple and uncomplicated
It is important to me to give you a clear and neutral overview. This should be easy to understand and simple for you to implement. I take a completely independent view - detached from all financial service providers. Optimization opportunities arise from an objective, neutral and tailored view. It is important to me that you can make your decisions with a secure and good feeling. All the basics are explained simply and understandably.
My philosophy is to work honestly and transparently. In addition, I work with a long-term horizon and accompany my customers personally. Even after the consultation has taken place, I am always available to help with changes. This results in interesting and exciting relationships. This is the reason why I see financial planning as a passion and enjoy doing it.
I look forward to exciting, interesting and great and hopefully numerous inquiries.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2020
Dipl. Finanzberater IAF, 2019
Zertifizierter Individualkundenberater, 2019
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Topics:
Receive a pension or capital
Early retirement, is it possible?
Pension fund buy-in, is it worthwhile?
Budget plan after retirement
Save taxes in retirement
Optimize tax burden after retirement
Homeownership in retirement age
Budget plan after divorce
Second opinion on retirement plan
Assess the overall financial situation
Financial Planning
Invest money
Buy a home
Pillar 3a
Create a budget plan
Partner protection
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Settle an inheritance
Who inherits how much?

Evaluation
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