Claudia Tanner

City Arbon

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We cannot predict the future, but we can shape it.

90% of homeowners aged between 55 and 63 are thinking about housing in old age - but only 16% have sought advice so far.

This and many other survey findings are incentive enough for me to support you as best as possible on important topics such as retirement, inheritance and security.

And the more life experience you have, the more targeted I can advise you. True to the motto: "Information is not knowledge. The only source of knowledge is experience."

When can I meet you?

Qualifications

Relevant Diplomas

  • TestedFinanzplanerin mit eidg. FA, 2019

  • TestedDipl. Finanzberaterin IAF, 2018

  • TestedCAS Senior Financial Consultant HWZ, 2024

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Assess the overall financial situation

Receive a pension or capital

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Save taxes in retirement

Pension situation

Partner protection

Insure against disability and death

Affordability as a widow

Who inherits how much?

Settle an inheritance

Tax optimization

Second opinion on retirement plan

Financial Planning

Evaluation

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