Matthias Vogel
Wil SG
FOGEL GmbH
(0 with 0 ratings)
Choose science: committed investment advice with proven methods.
As a certified IAF asset manager/financial advisor and qualified IAF fund advisor, I have the qualifications to provide you with competent, individual advice.
Comprehensive market knowledge: I am familiar with current developments in the financial markets and know how I can use them for you.
Empathy and patience: I take time for your questions and concerns and provide you with continuous support.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2021- zert. Vermögensberater IAF, 2021, 2021
- Dipl. Fondsberater IAF, 2005, 2005
Entry in the FIDLEG advisor register
RegFix, ID 20179
Language(s) in counseling
Deutsch
Topics:
Invest money
Receive a pension or capital
Assess the overall financial situation
Pillar 3a
Early retirement, is it possible?
Financial Planning
Invest vested benefits funds
Pension fund buy-in, is it worthwhile?
Tax optimization
Real estate as a pension
Sell a property
Advance directive and living will
Create a budget plan
Buy a home
Optimize tax burden after retirement
Second opinion on retirement plan
Optimize insurance policies
Crypto consulting
Partner protection
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Second opinion
Living situation
Pension situation
Self-employment
Affordability as a widow
Real estate as an investment object
Major purchase
Evaluation
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