Markus Lauber
Kreuzlingen
die Mobiliar
(0 with 0 ratings)
Your goals and wishes are my mission - together we can achieve it
- Experience in the insurance industry (property, liability, pension)
- Work as a business specialist
- As a father of 2 children and homeowner, I can understand the individual challenges
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. Fachausweis, 2021
Language(s) in counseling
Deutsch
Topics:
Optimize insurance policies
Early retirement, is it possible?
Receive a pension or capital
Pension fund buy-in, is it worthwhile?
Second opinion on retirement plan
Optimize tax burden after retirement
Budget plan after retirement
Homeownership in retirement age
Save taxes in retirement
Assess the overall financial situation
Financial Planning
Budget plan after divorce
Invest money
Buy a home
Pillar 3a
Create a budget plan
Partner protection
Who inherits how much?
Tax optimization
Donate an inheritance
Self-employment
Second opinion
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
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Evaluation
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