Martin Thomann
I create free space for you.
Location: Frauenfeld
Company: AXA
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF, Versicherungsfachmann mit eidg. FA, Zert. Vermögensberater IAF
Topics: Versicherungen, Vorsorge & Pensionsplanung, Steuern, Vermögensaufbau & Anlegen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
Rating: 5.0 out of 5 (14 reviews)
About Martin
For some, dealing with insurance, pensions and finances is a necessary evil. For me, it has been the focus of my career for over 20 years and I would not want to miss it. I simply enjoy dealing with so many different people and I love advising, helping and supporting.\n\nAlthough it still seems to be a simple concept, there are many perspectives related to insurance, pensions and finances. The same stumbling blocks are always evident. These often arise from carelessness when taking out insurance and/or pension products, from choosing financial investments that do not meet needs or from not addressing (or pushing aside) important issues (such as advance directives, custody and living wills or estate planning).\n\nFinancial freedom or \"financial freedom\". Two of the main categories include the accumulation of assets and the reduction of expenses. Cash flow planning, retirement planning, investment planning, income tax planning and insurance planning are the corresponding elements of financial independence.\n\nHonesty, openness and transparency are very important to me in my daily business. This is the only way to build a relationship of trust so that you feel comfortable with my advice - for life.\n\nMy private life is also filled with lovely people from my family and circle of friends. I am the father of four children aged 15 to 22. In my free time I like to be in nature, preferably in the mountains or by the water. I also like to play football.\n\nI would be delighted to get to know you personally. Find out how I work and what I can do for you. Thanks to my large network and many contacts, I work throughout German-speaking Switzerland.