
Melanie Paly-Marugg
Glarus
GLKB
(0 with 0 ratings)
Live your dreams
For many people there are more (un)exciting things than finances. But to experience all the beautiful things, you need solid finances. Together we can make many things possible.
In an initial consultation I would like to get to know you and your motives. Understand what is dear and important to you. This knowledge, combined with your figures, data and facts, results in your personal, individually coordinated financial planning.
I am your competent partner for all financial matters from a single source. I love financial planning and pension planning. Accompanying customers gives me joy - for a lifetime of financial life.
Our proven expertise as a cantonal bank is well known in the market. As a long-standing, experienced financial planner, I am part of the team of experts. Through me you also have access to all other experts at the Glarner Kantonalbank. Benefit from our many years of experience. Finance is our passion. Enjoy your passion.
Qualifications
Relevant Diplomas
Certified Financial Planner, 2014
Finanzplanerin mit eidg. FA, 2006
Bankfachfrau mit eidg. FA, 2005
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
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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