Taxes & Protection
Optimize taxes, secure care, protect assets
In retirement, your finances change – and so do the opportunities to save on taxes and protect yourself against all eventualities.
Why you should act now
With retirement, not only your income changes – risks also become more concrete. Those who plan ahead remain in control.
After retirement, your income sources change – and so does tax optimization.
With the right strategy you save several thousand francs in taxes every year.
Long-term care can cost more than CHF 10,000 per month – those who plan ahead protect their assets.
Powers of attorney and advance care directives determine who decides for you in an emergency.
We show you how to be optimally positioned in terms of taxes and legal matters.
What many people misjudge:
"I automatically pay less tax in retirement."
Without active planning, the tax burden can actually increase – due to lump-sum withdrawals or rental income.
"My health insurance pays for care costs."
Health insurance only covers a fraction. The rest comes from your assets – or you need supplementary benefits.
"My family will handle that."
Without an advance care directive, the adult protection authority (KESB) decides – not your relatives.
"I don't need insurance anymore in old age."
Liability, household contents and supplementary health insurance remain important – but can often be optimized.
We help you avoid these mistakes – and get the most out of it.
What you really need
No complicated products – just what makes sense for you:
Tax optimization in retirement
Make optimal use of staggered withdrawals, choice of residence and deduction opportunities.
Clarify care provisions
Secure the financing of long-term care early – before it's too late.
Adjust insurance coverage
Align health insurance, supplementary insurance and liability with retirement.
Powers of attorney & advance care directive
Legal protection in case you can no longer decide for yourself.
Together we find the solution that suits you.
How we support you – step by step
From the first question to the finished solution.
Inventory
We analyze your current tax situation and all existing insurance.
Optimization potential
You'll learn where you can save on taxes and close gaps in your coverage.
Tailor-made strategy
We develop a concrete plan for tax optimization and care provisions.
Implementation & support
We help you implement it and remain your contact person afterward.
What you'll know after the conversation
You have clarity about:
How to save taxes in retirement
Which insurance you really still need
How the financing of long-term care works
What you should do for your legal protection
Which steps you should tackle first
In short: you know exactly what to do – and why it's worth it.
Frequently asked questions about taxes & protection
Personal consultation
We're here for you
Save on taxes & enjoy worry-free
Let's optimize your tax and protection strategy together.
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