City Meiringen BE / Brünigstrasse 3a

von Bergen Solution AG

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Your success is our goal

My motivation / my WHY

Even as a child, the subject of money often caused disagreements and left me with a feeling of unease. That's why money took on a special meaning in my life. Today, it is important to me to show others how they can use simple strategies to make their money work for them in order to experience abundance and wealth.

I discovered my passion for finances at an early age. I have been consistently pursuing my wealth building for more than two decades. Around 20 years ago, I bought my first shares and bonds. With commitment and dedication, I continuously deepened my knowledge in this area over the following years. It is important to me that I apply all the financial approaches that I pass on to others myself and have thoroughly tested them.

I look forward to seeing you!

Best regards
Markus

from Bergen Solution

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2022

  • TestedDipl. Finanzberater IAF, 2021

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Deutsch

Topics:

Invest money

Financial independence

Assess the overall financial situation

Early retirement, is it possible?

Receive a pension or capital

Second opinion on retirement plan

Pillar 3a

Invest vested benefits funds

Save taxes in retirement

Pension fund buy-in, is it worthwhile?

Financial Planning

Buy a home

Homeownership in retirement age

Budget plan after divorce

Budget plan after retirement

Settle an inheritance

Tax optimization

Advance on inheritance

Crypto consulting

Pension situation

Affordability as a widow

Optimize tax burden after retirement

Second opinion

Self-employment

Donate an inheritance

Who inherits how much?

Create a budget plan

Partner protection

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