Mirco Horisberger

Mirco Horisberger

City Schwyz

Raiffeisenbank Rigi

(0 with 0 ratings)

Contact

For me, advising means providing you with comprehensive support in all financial matters.

As a married father of two daughters, I can empathize/think very well with the respective situations of other families. I find this an important aspect in advising on financial family matters, as a certain degree of empathy must be present. So to speak, you know one or two "problems" because you can speak from experience.
As a Certified Financial Planner CFP®️, you can expect from me that you will receive high-quality advice that covers all areas and is comprehensive.
Thanks to my experience, which I gained at the life insurer Swiss Life and at my current employer Raiffeisen, I can offer you added value from both areas.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2022

Language(s) in counseling

  • Italienisch

  • Englisch

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Create a budget plan

Receive a pension or capital

Early retirement, is it possible?

Pension fund buy-in, is it worthwhile?

Budget plan after retirement

Homeownership in retirement age

Affordability as a widow

Save taxes in retirement

Pension situation

Insure against disability and death

Partner protection

Settle an inheritance

Advance directive and living will

Tax optimization

Advance on inheritance

Who inherits how much?

Budget plan after divorce

Financial independence

Invest money

Invest vested benefits funds

Pillar 3a

Financial Planning

Buy a home

Sell a property

Real estate as an investment object

Self-employment

Contact

Evaluation

Share your experience with us.

Evaluation

0/2048