Lars Joos
Chur
Fabjoos finance GmbH
(0 with 0 ratings)
Personality and experience
No one is protected from external influences.
We at Fabjoos finance GmbH pass on our knowledge, insights and experiences to you so that you can achieve your goals.
It is never too early or too late to deal with the topic of finances, because they accompany us throughout our lives.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2022- Zert. Vermögensberater IAF, 2022
- Versicherungsvermittler VBV, 2021
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
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
Pension situation
Insure against disability and death
Optimize insurance policies
Advance directive and living will
Evaluation
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