Optifinanz GmbH

🔭 Financial Advice & Future Planning with Vision

Independent advice in Muhen and Aarau. We support you through key life stages with personal, transparent, and comprehensible financial and pension planning.

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⭐ Why Optifinanz

As independent financial planners, we put your goals and life situation at the center. We advise you personally, transparently, and with your interests as our sole focus.

Whether comprehensive or focused on specific questions – we support you exactly where you are. Our experienced experts think holistically and with foresight. We consider both personal and family aspects and develop individual strategies that provide clarity, security, and direction.

This results in advice that takes your needs seriously, stands the test of time, and gives you the confidence to shape your future consciously.

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🧭 Our Services

☑️ Finances

🔗 Financial Planning

☑️ Pension

🔗 Pension Arrangements

🔗 Advance Care Directive

🔗 Patient Directive

☑️ Retirement

🔗 Retirement Planning

🔗 Retirement Income

🔗 Pension or Capital

🔗 Early Retirement

🔗 Partial Retirement

🔗 Deferred Retirement

🔗 Tax Savings in Retirement

☑️ Estate

🔗 Estate Planning

🔗 Will

🔗 Inheritance Planning

🔗 Inheritance Contract

🔗 Estate Division Agreement

🔗 Execution of Will

☑️ Taxes

🔗 Tax Advice

☑️ Real Estate

🔗 Real Estate Advice

🔗 Financial Planning for Home Ownership

🔗 Property Valuation

📍 Locations

Our consulting offices are located in the Stöcklimatt Businesscenter in Muhen and in the old town of Aarau. We are happy to welcome you in person by appointment.

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📞 Contact

If you have any questions or would like personal advice, we are happy to assist you. We look forward to hearing from you.

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