
Okan Tüzün
Kloten
LifeCore
(5 with 1 ratings)
Each of us has a window of opportunity in life to do the right thing at the right time… Our job is to show clients these opportunities.
Our job is to show customers these opportunities.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2012
Language(s) in counseling
Deutsch
Englisch
Türkisch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
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
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
Reviews (1)
Sehr verstendnissvoll Aufmerksam und nett

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