Christoph Hagmann
Auenstein AG
ch Finanzberatung GmbH
(0 with 0 ratings)
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You lay the foundation for your future today!
In the summer of 2023, I also successfully completed the examinations to become a financial planner with a federal professional certificate.
With my name, I stand by being able to offer my customers all services tailored to their personal needs in every life situation - completely individual and independent.
Contact me for a non-binding initial consultation.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2023
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Topics:
Buy a home
Assess the overall financial situation
Receive a pension or capital
Early retirement, is it possible?
Pension fund buy-in, is it worthwhile?
Financial Planning
Tax optimization
Real estate as a pension
Pillar 3a
Real estate as an investment object
Homeownership in retirement age
Invest money
Second opinion on retirement plan
Second opinion
Create a budget plan
Partner protection
Budget plan after retirement
Insure against disability and death
Save taxes in retirement
Who inherits how much?
Financial independence
Settle an inheritance
Affordability as a widow
Sell a property
Finance a holiday home
Major purchase
Pension situation
Evaluation
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