Sarah Rietmann | Find a financial advisor

Sarah Rietmann

City Luzern

Bank Vontobel AG

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Everything starts with a personal conversation.

In a world where everything is constantly changing - be it in your personal life or on the global financial markets - my goal as a client advisor in Wealth Management at Bank Vontobel is to accompany you through all phases of your life. I offer you tailor-made investment and pension solutions and support you in achieving your financial goals and managing your assets optimally.

Contact me - I look forward to a non-binding discussion and an exciting exchange.

Qualifications

Language(s) in counseling

Englisch
Deutsch

Topics:

Assess the overall financial situation

Invest money

Financial Planning

Invest vested benefits funds

Receive a pension or capital

Buy a home

Donate an inheritance

Early retirement, is it possible?

Pillar 3a

Partner protection

Pension fund buy-in, is it worthwhile?

Budget plan after retirement

Save taxes in retirement

Create a budget plan

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Tax optimization

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Affordability as a widow

Real estate as an investment object

Financial independence

Major purchase

Pension situation

Advance directive and living will