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Here you will find our documents for financial / pension planning.  

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Financial / pension planning

Achieve goals through planning

Wave
Bild zur Symbolisierung der Finanzplanung

Financial planning

  • Holistic planning is strategy consulting

  • Comprehensive, networked, coordinated

  • Neutral and product-independent

  • Long-term and adapted to the life cycle

Retirement planning

  • How should I draw my pension, as a pension or as a lump sum?

  • Can I afford early retirement?

  • How much will my pension be?

  • How can I optimize taxes?

  • How do I secure my income after retirement?

  • Can I maintain my usual standard of living?

  • Should I pay off my mortgage?

  • Will my partner be taken care of when I die?

Bild zur Symbolisierung der Pensionsplanung
Panoramabild vom Thunersee. Im Hintergrund die Bergkette.

We have been working successfully with various partners for many years so that we can offer you comprehensive solutions in all areas.

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