Tobias Kipfer
Creating clarity regarding retirement and investments
Company: Swiss Life Wealth Managers
Languages: Deutsch
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, Pensionskasse, Investieren statt Sparen, ETF-Portfolios, PK-Einkauf, 3. Säule, AHV-Optimierung, Steuern bei Kapitalbezug, Nachhaltige Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Immobilie verkaufen, Säule 3a Steuern, Wohnsitz-Optimierung
Rating: 5.0 out of 5 (1 reviews)
About Tobias
Why did I end up here?\n\nBecause I can live out my passion in my job as a financial planner! This passion is made up of the following two elements: financial mathematics and customer advice\n\nThe individual and personal approach to my customers' questions is my focus and is complemented by the development of precise solutions for all financial and pension issues. Whether it's about retirement, tax optimization or asset management, I deal with these topics every day and support my customers in the long term.\n\nI look forward to hearing from you and to discussing your initial situation and wishes in a free and non-binding initial consultation.