City Chur

Helvetia Versicherungen

(5 with 1 ratings)

Simple. clear. helvetia.

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2015

  • TestedFinanzplaner 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)

G

Sara

07.09.2022

Top professionelle Finanzberatung. Alessandro weiss es, auf die Bedürfnisse seiner Kunden einzugehen.

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