
Alessandro Schneider
Chur
Helvetia Versicherungen
(5 with 1 ratings)
Simple. clear. helvetia.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2015
Finanzplaner mit eidg. Fachausweis, 2016
Language(s) in counseling
Deutsch
Topics:
Optimize insurance policies
Assess the overall financial situation
Financial Planning
Invest money
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
Save taxes in retirement
Budget plan after divorce
Settle an inheritance
Tax optimization
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
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
Reviews (1)
Top professionelle Finanzberatung. Alessandro weiss es, auf die Bedürfnisse seiner Kunden einzugehen.

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