Tobel
Website
Achieve your financial goals together
Thanks to my expertise, reliability, and honesty, I gain their trust.
Trust is the foundation of a long-term client relationship.
Qualifications
Relevant Diplomas
Dipl. Business Banker NDS HF, 2013- Finanzplaner mit eidg. FA, 2008
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Invest money
Receive a pension or capital
Pillar 3a
Assess the overall financial situation
Homeownership in retirement age
Pension fund buy-in, is it worthwhile?
Buy a home
Tax optimization
Budget plan after retirement
Partner protection
Create a budget plan
Who inherits how much?
Settle an inheritance
Donate an inheritance
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Sell a property
Pension situation
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Evaluation
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