Roger Käser
Uster
Finarenco AG
(5 with 1 ratings)
Your independent financial planner with an eye for the big picture.
Functions: Management, customer service as a financial planner and investment and credit specialist at major banks
Co-founder and owner of Finarenco AG
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2003- Swiss Associate Wealth Planner, 2013
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
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
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Reviews (1)
G
Roberto
09.04.2022
Ein kompetenter, gut organisierter und zielgerichteter Berater mit Feingefühl und Menschenkenntnis. Absolut empfehlenswert! Tip Top!
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