René Spadin
Let's plan your worry-free financial future together!
Location: Aarau
Company: AVADIS Finanzpartner AG
Languages: Deutsch
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilienfinanzierung, Steueroptimierung, Versicherungen, Nachfolgeplanung
Specialties: Rentenbezug vs. Kapitalbezug, Pensionskasse, Frühpensionierung, AHV-Optimierung, 3. Säule, Steuern bei Kapitalbezug, Testament, Eigenheimkauf, PK-Einkauf, Säule 3a Steuern, Lebensversicherung, Erwerbsunfähigkeitsversicherung, Vorsorgeauftrag, Patientenverfügung, Erbschaftssteuer, Renovation, Hypotheken-Optimierung, Immobilie verkaufen, Wohnsituation im Alter, Wohnsitz-Optimierung
Rating: 5.0 out of 5 (54 reviews)
About René
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to work with you on your financial planning, taking into account all pillars (AHV, PK/BVG/FZK and 3a/3b), mortgages, investments, taxes as well as current and future expenses.
This provides the necessary basis for decision-making, including for a desired early retirement and for potential investments of your savings or an inheritance! Furthermore, we will discuss other important topics such as advance healthcare directives (including living wills) and your estate or a possible will.
We'd love to see you soon... take the first step today: a call or email is all it takes.