Markus Emmenegger | Find a financial advisor

Markus Emmenegger

City Weinfelden

TKB

(0 with 0 ratings)

With neutral financial advice, you will receive a valuable overview and can better achieve your goals.

As a senior financial planner at Thurgauer Kantonalbank, I have been analyzing a wide variety of customer situations and needs for more than 20 years. Thanks to my expertise and many years of experience, I can provide you with an overview of your entire financial situation with my neutral advice: from the expected AHV and pension fund benefits to the 3rd pillar and all other assets.

You can expect me to provide you with recommendations on how to optimize your financial situation and thus help you with your decisions or to confirm what you have already achieved.

Qualifications

Relevant Diplomas

Dipl. Finanzplanungsexperte NDS HF, 2018
Certified Financial Planner CFP, 2018
Finanzplaner mit eidg. FA, 2001

Language(s) in counseling

Deutsch

Relevant memberships

FinanzPlaner Verband Schweiz FPVS

Topics:

Receive a pension or capital

Early retirement, is it possible?

Assess the overall financial situation

Homeownership in retirement age

Partner protection

Pension fund buy-in, is it worthwhile?

Invest money

Financial Planning

Buy a home

Pillar 3a

Create a budget plan

Budget plan after retirement

Save taxes in retirement

Budget plan after divorce

Settle an inheritance

Tax optimization

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

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