Christoph Lehmann
Financial focus ...and the focus remains on your goals.
Location: Sitterdorf
Company: Finanzfokus GmbH
Languages: Deutsch
Qualifications: Dipl. Finanzberater IAF, Versicherungsvermittler VBV, CAS Generative Künstliche Intelligenz
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Eigenheimkauf, Hypotheken-Optimierung, 3. Säule, Säule 3a Steueroptimierung, Kryptowährungen, Investieren statt Sparen, Frühpensionierung, Krankenkasse-Optimierung, PK-Einkauf, Pensionskasse, Steueroptimierung bei Kapitalbezug, ETF-Portfolios, Rentenbezug vs. Kapitalbezug, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Renovation, AHV-Optimierung, Anlageobjekte, Wohnsitz-Optimierung
Rating: 5.0 out of 5 (3 reviews)
About Christoph
For over 14 years, I have been helping my clients to structure their finances clearly and achieve personal goals in the long term. My focus is on pension provision, financial planning and financing, with the aim of creating optimal financial security. In doing so, I take tax aspects into account and work with my clients to develop tailor-made solutions that are a perfect fit for them.\n\nAs 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.\n\nI 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.