Thomas Göggel
Every situation is unique. I'll find the right solution for you too!
Location: Zug
Company: Finsulting AG
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF, Diplomierter Finanzanalytiker und Vermögensverwalter
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Steuern bei Kapitalbezug, Pensionskasse, 3. Säule, Säule 3a Steuern, Wohnsituation im Alter, Eigenheimkauf, Hypotheken-Optimierung
About Thomas
With over 40 years of experience in the financial industry as an investment advisor and asset manager, I have been working as an independent financial advisor and planner for several years. My consulting work focuses on retirement planning for people aged 50 and over, as well as wealth accumulation and structuring for people of all ages. Your needs and wishes are my motivation, and I will support you as your financial coach through every stage of life. With my sound expertise and many years of experience as an asset manager and financial planner, I will create a personalized plan outlining the opportunities and risks and support you in implementing your strategy. I work completely independently and can therefore concentrate fully on my clients' needs. Further information about me and my services can be found at www.finsulting.ch