Marc Raschle
Money. Vision. Plan.
Location: Gais
Company: MVP Partner GmbH
Languages: Deutsch, Englisch
Qualifications: Finanzplaner mit eidg. FA, Certified Financial Planner CFP, Dipl. Finanzberater IAF, CAS Sportmanagement, Certified Crypto Finance Expert CCFE, Dipl. Sportmanagement IST, Sozialversicherungs-Fachmann mit eidg. FA, Buchautor #vorsorgenstattnachsorgen, CAS Senior Financial Consultant
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Pensionskasse, PK-Einkauf, Unternehmensnachfolge, Steueroptimierte Nachfolge, Steuern bei Kapitalbezug, Rentenbezug vs. Kapitalbezug, Frühpensionierung, Investieren statt Sparen, Hypotheken-Optimierung, Eigenheimkauf, Erbschaftssteuer, Unternehmenssteuer, Krankenkasse-Optimierung, Säule 3a Steuern, Lebensversicherung, Erwerbsunfähigkeitsversicherung, Testament, Patientenverfügung, Wohnsituation im Alter, 3. Säule
About Marc
Anyone who performs well for years – in sports, in business, in life – will eventually ask themselves a question they were never really prepared for:
What will happen to what I have built?
Retirement. Inheritance. Business succession. These moments don't arrive with alarm – they arrive quietly. And those who don't have a plan at that time lose leeway they'll never get back.
That's exactly where I come in.
With MVP Partner, I support people aged 50 and over – entrepreneurs, freelancers, high achievers – in organizing their finances and making clear decisions. No products. No jargon. No sales pitch.
Just one plan that fits your life.
Money. Vision. Plan.
If you know you should take action, but don't yet know how – now is the right moment.
In 20 minutes we'll take a look together at where you stand, whether it's a good fit and what the next steps are – free of charge and without obligation.