Marc Schöpfer

City Hünenberg

Köppel-Legal AG

(5 with 1 ratings)

simple, understandable and clear

Grüezi

At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way. For years, as a salesperson at Melectronics, I had the pleasure of introducing my customers to the world of electronics.

At the beginning of 2018, I decided to refocus my curiosity and began my career in the financial industry. Fascinated by the multifaceted opportunities in the financial sector, I delved into the complex world of finance.

The more experience I gained, the clearer the importance of my role as a financial planner became to me. Because let's be honest: who has the time to deal with all the complex topics?

It is more important to find a specialist in whom you see sympathy and trust - something that everyone deserves. I can be that specialist for you.

I look forward to getting to know you soon and to being able to use my knowledge to serve your interests.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. Fachausweis, 2022

  • Testeddipl. Finanzberater, 2021

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Financial Planning

Invest money

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

Tax optimization

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Affordability as a widow

Sell a property

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Optimize insurance policies

Receive a pension or capital

Reviews (1)

G

Fredi

22.12.2023

Offen und verständlich Beraten, rasch gehandelt und uns stets auf dem Laufenden gehalten. Wir haben den Mann unseres Vertrauens gefunden.

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