Lennart Büchler

City Herisau

Raiffeisenbank Appenzeller Hinterland

(0 with 0 ratings)

Financial planning as a passion, because every situation is individual

For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pension and financial planning, asset optimization, investment advice, etc.)

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2011

Language(s) in counseling

  • Deutsch

Topics:

Receive a pension or capital

Early retirement, is it possible?

Assess the overall financial situation

Homeownership in retirement age

Partner protection

Pension fund buy-in, is it worthwhile?

Invest money

Financial Planning

Buy a home

Pillar 3a

Create a budget plan

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

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