Retirement
PLANNING RETIREMENT.
ENJOY RETIREMENT.
The transition to retirement is one of the most important financial decisions in life. Early retirement planning provides clarity about income, pension benefits, and assets in retirement. This allows important decisions to be made in a timely manner and financial resources to be used optimally.
KEEPING AN OVERVIEW
HOW WE SUPPORT YOU
Analysis of your pension benefits from AHV, pension fund and private pension provision
Planning your retirement income
Decision aid between lump-sum payment or pension solution
Tax-optimized planning for your pension fund
QUESTIONS WE WILL CLARIFY TOGETHER
Is early retirement feasible?
Should the mortgage debt be reduced before retirement?
Will my income and assets be sufficient for my retirement?
What happens to my assets if I become dependent on care?