Jacqueline Geissel
Precise analysis. Personalized concept. Complete solution.
Location: Kloten
Company: LifeCore - Selbstständig
Languages: Deutsch
Qualifications: Dipl. Finanzberater IAF
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
Rating: 5.0 out of 5 (2 reviews)
About Jacqueline
With over 12 years of experience in the financial industry, I offer my clients in-depth expertise in investments, retirement planning, and health and property insurance. I guarantee impartial and thorough comprehensive financial planning. Navigating the complexities of finance can be challenging. Often, households have multiple advisors: for health and property insurance, retirement planning, taxes, and banking. Especially when life circumstances change unexpectedly, having a single point of contact for all your needs is invaluable.
Financial planning for individuals and businesses includes retirement planning, risk analysis, mortgage negotiations, and cost-benefit analysis of insurance policies.
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