David Giachino
Naters
valvida
(0 with 0 ratings)
It doesn't work - it doesn't exist | We'll find a solution
- solution-oriented in a straightforward manner
- several years of experience in the financial sector
- owner of valvida - financial planning, insurance and real estate
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2018
Language(s) in counseling
Englisch
Französisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Topics:
Assess the overall financial situation
Financial Planning
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Evaluation
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