Retirement Plans Pricing
Plan Options & Fees
Flexible packages to help you maintain confidence after retirement
Silver Plan
- Introductory session with a retirement specialist
- Annual document review and summary
- Access to digital tracking tools
- Quarterly email updates on local regulations
- Dedicated client portal login
Gold Plan
- All features of the Essential Plan
- Biannual personal consultations
- Custom goal-setting workshops
- Priority support via phone and email
- Detailed biennial progress reports
Premium Plan
- All features of the Standard Plan
- Monthly strategy calls
- On-site meetings at our Bern office
- Dedicated advisor throughout the year
- Complimentary seminar invitations
Why Partner with RuhestandKapital AG
At RuhestandKapital AG, we dedicate our expertise to individuals transitioning into their next chapter. Based at the Federal Palace of Switzerland, Bundesplatz 3, 3003 Bern, Switzerland, our team works directly with clients from across CH. In 2025, we continue to refine our planning methods to align with evolving regulations and local conditions. Our approach centers on transparent review sessions, personal goal assessments, and periodic check-ins to ensure your structural preparedness through evolving needs. With professional guidance available via +41763633282 and registered under Business ID CHE-878.374.781, we honor a legacy of trust and clarity. Discover how our tailored services adapt to your lifestyle priorities, whether you seek steady support or dynamic assistance to maintain confidence in long-term stability.
Personalized Consultation
Begin with a one-on-one session to map out your objectives and comfort levels. This ensures your plan aligns with your lifestyle vision.
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Tailored Service Options
Choose from a range of service tiers that offer varying degrees of engagement, from digital support to in-person review sessions.
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Transparent Fee Structure
All fees are outlined upfront, without hidden costs. You will always know what you pay for each element of our support.
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