Nicolas Landolt
Thalwil
LVT GmbH
(0 with 0 ratings)
Classic insurance and financial advice, transparent and tailored to your needs
- Extended management at an international insurance broker
- Support for internationally active companies in insurance matters (focus on BVG)
- Financial and pension planning
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2021
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Self-employment
Assess the overall financial situation
Receive a pension or capital
Early retirement, is it possible?
Second opinion on retirement plan
Insure against disability and death
Pension fund buy-in, is it worthwhile?
Pension situation
Pillar 3a
Financial Planning
Partner protection
Budget plan after divorce
Budget plan after retirement
Tax optimization
Second opinion
Optimize tax burden after retirement
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
Advance directive and living will
Buy a home
Create a budget plan
Homeownership in retirement age
Save taxes in retirement
Evaluation
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