Retirement Planning
Plan today, enjoy tomorrow
I help you design your retirement planning so that you can enjoy your retirement without financial worries - with a strategy that fits your life, your goals, and your risk tolerance.
Challenge
Many people underestimate how much they will actually need in retirement. Often, planning is started too late or outdated models are relied on. A lack of transparency and false assumptions mean that gaps are only noticed when it is too late to close them.
Content
My Approach
Together we create clarity about your current retirement situation and develop a plan that combines security and flexibility. I take your existing retirement provisions (1st, 2nd, and 3rd pillar), your investment goals, and tax optimization possibilities into account - independently of banks or insurances.
Analysis of the Retirement Situation
Review of the 1st, 2nd, and 3rd pillars to identify strengths and gaps.
Optimization of the Retirement Strategy
Measures to increase future pension payments.
Tax Optimization
Strategies for reducing the tax burden in retirement.
Risk Protection
Protection against unforeseen events that could jeopardize retirement savings.
Process
Contact
You describe your situation and goals to me.
Initial Consultation
We clarify your current retirement situation and wishes for retirement.
Detailed Consulting
Analysis, recommendations, and possible scenarios - always independent, without me earning from specific offers or products.
Support
Upon request, I am also available for long-term adjustments and reviews.
Transparent Prices
Clear costs, no hidden fees
My fee is 180 CHF per hour – regardless of the topic or the investment amount. You pay exclusively for my time and expertise.