Marco Niedermann

City Tobel

(0 with 0 ratings)

Personality and experience

Qualifications

Relevant Diplomas

  • TestedDipl. Business Banker NDS HF, 2013

  • TestedFinanzplaner mit eidg. FA, 2008

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Create a budget plan

Partner protection

Homeownership in retirement age

Budget plan after retirement

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

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Optimize insurance policies

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