
Michael Gatti
Oberdorf
Rüefli Partner AG
(0 with 0 ratings)
Personality and experience
My focus is on personalizing advisory services to ensure that every client receives a tailor-made solution that is precisely tailored to their individual goals and needs. With a combination of expertise, commitment and a deep understanding of the financial market, I ensure that you achieve your financial goals.
Build on my extensive experience and specialized knowledge to optimize your financial portfolio. With me on your site, you can be sure that your financial future is in the best hands.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2016
Vermögensberater mit eidg. FA, 2019
Dipl. Finanz- und Anlageexperte, 2020
Entry in the FIDLEG advisor register
Regservices.ch, ID MG00460
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Receive a pension or capital
Early retirement, is it possible?
Second opinion on retirement plan
Invest money
Invest vested benefits funds
Save taxes in retirement
Pension fund buy-in, is it worthwhile?
Budget plan after retirement
Financial Planning
Pillar 3a
Tax optimization
Homeownership in retirement age
Second opinion
Assess the overall financial situation
Optimize tax burden after retirement
Financial independence
Pension situation
Affordability as a widow
Insure against disability and death
Optimize insurance policies
Self-employment
Buy a home
Real estate as an investment object
Advance directive and living will
Settle an inheritance
Donate an inheritance
Advance on inheritance
Real estate as a pension
Create a budget plan
Budget plan after divorce
Living situation
Partner protection
Finance a holiday home
Sell a property
Major purchase
Who inherits how much?

Evaluation
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