Would you like to have a specialist check and optimise your personal financial position?
What is your current financial position? What desires and objectives do you have? Your financial position will be analysed as a whole during a BKB financial planning meeting. It will also examine all asset values and insurance payments?
How can you achieve your objectives?
Based on the actual position we draw up an individual plan of how you can realise your savings targets.
We also answer the following questions for you:
- How do you get a grip on your income and asset situation?
- How can you save and save on taxes at the same time?
- What do you have to consider when financing a property?
- How can you optimize your tax situation?
- How do you save in a targeted manner for life after retirement?
- What do you do if you want to retire early?
- Should you draw your pension fund or take pension payments?
- Do you plan to become self-employed? How should you insure yourself and what else must you think of.
How does BKB Financial Planning work?
This and more you will find out here.
Please bring the completed “Basler Kantonalbank Financial Planning Questionnaire” to our initial meeting. Thank you for your help.