
Lennart Büchler
Herisau
Raiffeisenbank Appenzeller Hinterland
(0 with 0 ratings)
Financial planning as a passion, because every situation is individual
Qualifications
Relevant Diplomas
Finanzplaner 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

Evaluation
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