Marcel P. Opfer
Uster
VIBAN GmbH
(0 with 0 ratings)
Customer advisor with heart and soul!
- Further training as a financial planner with a federal professional certificate
- Analytical thinking, competent, efficient, structured, resilient, solution-oriented, loyal, discreet
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2018- Dipl. Finanzplaner mit eidg. FA, 2019
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
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
Evaluation
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