Melanie Paly-Marugg

City Glarus

GLKB

(0 with 0 ratings)

Live your dreams

Nature - sport - travel - reading - art - music - enjoyment

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

  • TestedCertified Financial Planner, 2014

  • TestedFinanzplanerin mit eidg. FA, 2006

  • TestedBankfachfrau 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

Share your experience with us.

Evaluation

0/2048