Eva-Maria Süess | Find a financial advisor

Eva-Maria Süess

City Steckborn

Vorsorge Impuls

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Self-determination in every situation

I am Eva-Maria Süess, 39 years old, married, mother of a 6-year-old daughter and have lived in Steckborn for 20 years. Over the past 18 years I have been able to successfully work in various management positions and on advisory topics such as mortgages, securities investments and financial planning for two Thurgau Raiffeisen banks. At the same time, I have campaigned for the interests of our employees as a delegate of the Raiffeisen pension fund.

www.vorsorge-impuls.ch

Qualifications

Relevant Diplomas

Finanzplanerin mit eidg. FA, 2008
Sozialversicherungsfachfrau mit eidg. FA, 2014

Language(s) in counseling

Deutsch

Relevant memberships

FinanzPlaner Verband Schweiz FPVS
TREUHAND | SUISSE

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

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

Advance on inheritance

Living situation

Real estate as a pension

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death