Ronny Hug
Widnau
Raiffeisenbank Mittelrheintal
(0 with 0 ratings)
For me, a successful consultation is a satisfied customer
If necessary, I will bring in other specialists to work out the best possible option for you.
If you want to be sure that you will receive advice that is tailored to you, choose me. Due to the fixed compensation I receive from my employer, I can recommend the solution that really suits you best without any pressure.
Get in touch for a non-binding introductory meeting!
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2004- Bankfachmann mit eidg. FA, 2006
- CAS Vermögensberatung, 2014
- CAS Vertriebsmanagement, 2018
- Certified Wealth Management Advisor CWMA, 2020
Language(s) in counseling
Deutsch
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
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
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
Evaluation
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