
Stefan Grauwiler
Schwyz
SZKB
(0 with 0 ratings)
It's never too early for your future
Qualifications
Relevant Diplomas
MAS ZFH in Financial Consulting, 2011
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Settle an inheritance
Tax optimization
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Living situation
Real estate as a pension
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death

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