Iris Weber | Find a financial advisor

Iris Weber

City Menzingen

Raiffeisenbank Menzingen-Neuheim

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Together we will shape your financial future – personal, comprehensive, tailor-made.

Financial decisions should never be viewed in isolation. That's why I place great importance on creating a trusting basis in my consultations and taking all aspects of your life into account - from retirement planning to asset planning and tax optimization. Because everyone has different goals and wishes.

Let's work together on your financial future and develop a tailor-made solution that suits you.

Get in touch with me - I look forward to getting to know you!

Qualifications

Relevant Diplomas

Finanzplanerin mit eidgenössischen Fachausweis, 2006
Raiffeisen Vermögensberaterin, 2015
Certificate of Advanced Studies Hochschule Luzern/FHZ in Vermögensberatung, 2014

Language(s) in counseling

Deutsch

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

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Who inherits how much?

Settle an inheritance

Tax optimization

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Living situation

Real estate as a pension

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