Marco Lauper

City Münsingen

(0 with 0 ratings)

It is often a question of perspective - you as the customer are the focus

I have been working as a pension and financial planner for over 25 years. Since 2019, I have been working for Raiffeisen for customers in the area of pension, insurance and pension planning. I am happy to take the time to understand your individual, personal needs and offer you the best possible advice.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2019

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

  • Cicero Mitgliedschaft

Topics:

Pension situation

Insure against disability and death

Partner protection

Tax optimization

Pillar 3a

Assess the overall financial situation

Receive a pension or capital

Early retirement, is it possible?

Budget plan after retirement

Create a budget plan

Save taxes in retirement

Pension fund buy-in, is it worthwhile?

Invest vested benefits funds

Buy a home

Sell a property

Affordability as a widow

Finance a holiday home

Financial Planning

Homeownership in retirement age

Budget plan after divorce

Who inherits how much?

Settle an inheritance

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

Real estate as an investment object

Financial independence

Major purchase

Advance directive and living will

Optimize insurance policies

Invest money

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