
Jacqueline Geissel
Kloten
LifeCore - Selbstständig
(0 with 0 ratings)
Your needs are determined through a detailed analysis. On this basis, a tailor-made and comprehensive concept is then developed for you.
Financial planning for private households and companies including pension planning, risk analysis, mortgage negotiations, price-performance assessment of insurance in general.
Qualifications
Relevant Diplomas
Zert. Vermögensberater FIDLEG, 2021
Dipl. Finanzberaterin IAF, 2016
Entry in the FIDLEG advisor register
RegFix, ID 32404
Language(s) in counseling
Italienisch
Englisch
Französisch
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
Advance directive and living will
Insure against disability and death
Optimize insurance policies

Evaluation
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