
Urs Pfäffli
Gümligen
Barron Capital AG
(0 with 0 ratings)
Serious and trustworthy
13 years as a private client advisor.
Specialized in retirement planning, financial planning, mortgage advice, and investment advice.
Qualifications
Relevant Diplomas
Zertifizierter Individualkundenberater, 2022
Finanzplaner mit eidg. FA, 2009
Bankfachmann mit eidg. FA, 2008
Entry in the FIDLEG advisor register
Regservices.ch, ID FK26072
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?

Evaluation
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