Stefan Grauwiler

City Schwyz

SZKB

(0 with 0 ratings)

It's never too early for your future

Qualifications

Relevant Diplomas

  • TestedMAS 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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