Patrick Liebi & Partner, Vorsorge- und Finanzplan…, Wettingen

Financial planning

Financial planning looks at investments, retirement provision, insurance, taxes and budget holistically; analysis of the current situation, concrete optimization opportunities and support during implementation.

Retirement provision planning

Retirement provision planning for financial security in the event of disability, death and retirement; analysis of gaps in coverage, over-insurance, pensions, lump-sum withdrawals and insurance solutions 3a/3b.

Pension planning

Pension planning for the decision between a pension and a lump-sum withdrawal; clarification of taxes, pension fund benefits, estate matters and retirement financing.

Asset management

Asset management with investment planning taking into account taxes, risk willingness, risk capacity, liquidity needs and investment horizon; selection and monitoring of investment profiles.

Estate planning

Estate planning for timely arrangements, tax-optimal structuring, provision for a partner, as well as settlement and division of estates under the terms of the engagement.

Tax optimization

Tax optimization for private and corporate clients; tax planning, reduction of the tax burden, optimization related to retirement provision, investments, income and documents for the initial consultation.

Succession planning

Succession planning for businesses and assets; clarification of legal form, inheritance matters, holdings and retirement provision, including succession planning, will, marriage and inheritance contract, and executor mandate.

Property ownership

Advice on property ownership and real estate; purchase and sale, rent or buy, real estate capital gains tax, financing, affordability and a financing concept.

Training

Training on retirement provision, finance and planning topics; listed under services as an additional offering alongside publications, calculators and video conferencing.

Calculator

Calculator as a service for finance and retirement provision topics; listed in the service menu as a digital tool to support calculations.

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH

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Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH

About the company

Products & services

Looking for direct email addresses and phone numbers?

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