Urs Pfäffli

City Gümligen

Barron Capital AG

(0 with 0 ratings)

Serious and trustworthy

25 years of banking experience.

13 years as a private client advisor.

Specialized in retirement planning, financial planning, mortgage advice, and investment advice.

Qualifications

Relevant Diplomas

  • TestedZertifizierter Individualkundenberater, 2022

  • TestedFinanzplaner mit eidg. FA, 2009

  • TestedBankfachmann mit eidg. FA, 2008

Entry in the FIDLEG advisor register

Relevant memberships

  • FINMA unterstellt

Topics:

Pension fund buy-in, is it worthwhile?

Real estate as a pension

Invest money

Create a budget plan

Partner protection

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Pillar 3a

Affordability as a widow

Sell a property

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

Insure against disability and death

Optimize insurance policies

Crypto consulting

Financial Planning

Assess the overall financial situation

Buy a home

Receive a pension or capital

Early retirement, is it possible?

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