Rachel Kalbermatten | Find a financial advisor

Rachel Kalbermatten

City Eyholz

Neutrales Versicherungsbüro Lerjen & Grogg

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One team, one goal

The vision and goal of NEUTRALENVERSICHERUNGSBÜRO Lerjen&Grogg is to provide competent support to every person, every household and every company in the areas of financial planning, real estate, investments, insurance, pensions and health insurance. We are committed to our customers and are available to you at any time for all financial questions. With NVB at your side, you have a qualified and reliable business partner in the financial sector who is on an equal footing.

Qualifications

Relevant Diplomas

Finanzplanerin mit eidg. FA, 2021
Dipl. Finanzberaterin IAF, 2020
zert. Vermögensberaterin IAF, 2020

Language(s) in counseling

Englisch
Deutsch

Relevant memberships

FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Cicero Mitgliedschaft

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

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

Optimize insurance policies