Liberal professions
Preparing for the future is based on the three rules of effective wealth planning :
- Saving for retirement
- Investing in both the short and long term.
- Avoiding the pitfalls of tax incentives.
It’s a balance in which TELOMERE can effectively support you.
1
Entrust the management of your affairs to save time
With its comprehensive expertise in wealth management, Telomere Capital has developed specific services for you as a self-employed professional. These services aim to ease your daily administrative and financial burdens while providing effective solutions that align with your various professional growth prospects.
For instance, you might want to establish your own practice, invest in new medical equipment, or implement an effective financial plan to secure your income during retirement. No matter your concern, we come to your home or workplace to address it.
We can also advise you on professional or personal financing options, analyze your tax situation, or proactively manage your wealth to provide genuine added value.
2
HERE IS AN OVERVIEW OF THE SOLUTIONS WE BRING TO YOU
Publications
for liberal professions
Annuity or Lump Sum: The retirement dilemma
When retirement approaches, one of the most important decisions for retirees in Switzerland is whether to receive their second pillar pension as a lump sum or as a lifelong annuity.
Holder of FINMA Licence (since June 2022)
Websites by Swiss House of Brands
