
Christoph Lehmann
Sitterdorf
Finanzfokus GmbH
(5 with 4 ratings)
Financial focus ...and the focus remains on your goals.
As a certified IAF financial advisor, I attach particular importance to holistic advice that includes both the optimization of insurance and comprehensive financial planning. With my in-depth knowledge and many years of experience, I am a reliable partner for my clients - competent, committed and always with an eye on their individual needs.
I work with trust and am always happy to be there for my clients and interested parties to support them on their financial journey. I prefer to use the informal "you" for communication on an equal footing. You are welcome to register for a free introductory meeting using my Calendly link.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2014
Versicherungsvermittler VBV, 2011
Entry in the FIDLEG advisor register
RegFix, ID CL47161
Language(s) in counseling
Deutsch
Relevant memberships
Schweizerische Vereinigung der dipl. Versicherungsfachleute ASDA
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Invest money
Pillar 3a
Pension situation
Insure against disability and death
Buy a home
Partner protection
Optimize insurance policies
Invest vested benefits funds
Crypto consulting
Second opinion on retirement plan
Early retirement, is it possible?
Finance a holiday home
Sell a property
Financial Planning
Self-employment
Second opinion
Homeownership in retirement age
Financial independence
Assess the overall financial situation
Living situation
Pension fund buy-in, is it worthwhile?
Create a budget plan
Save taxes in retirement
Settle an inheritance
Budget plan after retirement
Real estate as a pension
Receive a pension or capital
Tax optimization
Real estate as an investment object
Affordability as a widow
Budget plan after divorce
Advance directive and living will
Who inherits how much?
Major purchase
Reviews (4)
Immer sehr zufrieden!
Christoph ist sehr kompetent, er kann sein Wissen verständlich weitergeben und seine Kunden mit viel Geduld beraten. Seine humorvolle, freundliche und hilfsbereite Art wird von den Kunden sehr geschätzt.
Bei ihm gibt es keine blöden Fragen! Er nimmt sich stets Zeit und weiss wovon er spricht.
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