planning retirement


open questions:

  • basic income AHV/AVS, pension fund  and pillar 3a, savings
  • private provision, lifelong pension or withdrawing all assets? or a mix of both?
  • investment strategy and management for private assets
  • tax planning before, during and after retirement
  • matrimonial and inheritence law, coverage spouse / partner
  • establish budget after retirement
  • pay back / reduce mortgage?

Let me support you in the structuring and execution. Contact me without any obligation