Walter Brunner
Wald-Schönengrund
Pro-Finanz Schweiz
(0 with 0 ratings)
If I lead my customers to their personal success, they also lead me to success
I have sufficient experience, especially in the areas of taxes, pension planning, marriage and inheritance contracts, pension planning, and all personal insurance, which will benefit you. I can also help you with the following topics: - cohabitation agreements, wills with or without legacies, provision for your beloved pet, living wills, help in finding new home financing.
In short, I am your partner for all things financial.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2003- Dipl. Fondsberater IAF, 1999
- Marketingplaner mit eidg. FA, 1993
Language(s) in counseling
Deutsch
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
Evaluation
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