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DirectoryFinance & InsuranceFinancial ServicesAarbergbaurassistance Bernhard Baur
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baurassistance Bernhard Baur

Summary

About the company

The core activity of baur assistance is the independent consulting of private individuals in matters of retirement, wealth planning and financial planning. This includes in particular: * Retirement planning: Consulting on the planning and implementation of retirement strategies, including the analysis of pension funds and the optimization of pension and capital payments. * Wealth planning: Consulting on the planning and implementation of wealth strategies, including the analysis of portfolio contents and the optimization of investment strategies. * Financial planning: Consulting on the planning and implementation of financial strategies, including the analysis of financial situations and the optimization of liquidity and investment strategies. The company offers various service packages, including retirement planning 'Light' and 'Premium', wealth planning and portfolio analysis, and works independently and without sales pressure.

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Retirement provision planning
Analysis and planning of the personal retirement provision situation, including coordination with other financial matters and optimisation of the provision solution.
Retirement planning
Planning the transition into retirement, with analysis of the initial financial situation, creation of a clear retirement concept and advice on the use of pension funds.
Wealth planning
Analysis and planning of the wealth situation, including structuring, investment and flexible placement of assets for ongoing income.
Investment advice
Independent advice on investments of money and on investing pension funds, on a fee basis and as per the offer.

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Location

Bielstrasse 71
3270 Aarberg

At a glance

Legal form
Sole proprietorship
UID
CHE-107.417.152
Founded
1992 · 34 years
Last commercial register change
October 14, 2020
Employees
1 to 10

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