City Solothurn

WM Finanzplanung AG

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If the customer is happy, we are happy too!

For over 40 years, and in the future as well, we have been answering your questions about pension and insurance, taxes, accounting, financing, pension planning, etc. after the upcoming family succession.

In keeping with the motto "If the customer is doing well, we are doing well too!"

We meet you at eye level, speak your language and have an open ear for your concerns.

Please feel free to reserve your free initial consultation.

Qualifications

Relevant Diplomas

  • TestedFinanzplanerin mit eidg. FA, 2022

  • TestedTreuhänderin mit eidg. FA, 2009

  • TestedFinanzberaterin IAF, 2021

Entry in the FIDLEG advisor register

  • RegFix, ID   Andrea Schneider

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

  • 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

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