
Thomas Göggel
Zug
Finsulting AG
(0 with 0 ratings)
Every situation is individual. I will find the right solution for you!
Your needs and wishes are my motivation and I accompany you as a financial coach in every phase of life.
With my in-depth specialist knowledge and many years of experience as an asset manager and financial planner, I show you the opportunities and risks with a personal plan and support you in implementing your strategy.
I work completely independently and can concentrate fully on the concerns of my customers.
You can find more information about me and my activities at www.finsulting.ch
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2020
Dipl. Finanzberater IAF, 2019
Diplomierter Finanzanalytiker und Vermögensverwalter, 1998
Language(s) in counseling
Deutsch
Englisch
Topics:
Assess the overall financial situation
Receive a pension or capital
Early retirement, is it possible?
Tax optimization
Financial Planning
Pension fund buy-in, is it worthwhile?
Save taxes in retirement
Invest money
Pillar 3a
Buy a home
Self-employment
Create a budget plan
Budget plan after retirement
Invest vested benefits funds
Settle an inheritance
Partner protection
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Homeownership in retirement age
Financial independence
Pension situation
Advance directive and living will
Who inherits how much?
Advance on inheritance
Finance a holiday home
Sell a property
Major purchase
Living situation
Insure against disability and death
Real estate as a pension
Affordability as a widow
Real estate as an investment object
Budget plan after divorce

Evaluation
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