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Financial planning/Succession

Independent financial planning in cooperation with Valiant Bank

With financial planning, you gain an early overview of your life after retirement. Your benefits from the AHV, your pension fund, your assets, and your budget are taken into account.

The digital solution for your estate dossier

With tooyoo, we provide a comprehensive solution for planning your personal provision, ensuring that your wishes are respected in case of an emergency or death, and your loved ones are supported and relieved.