Matthias Prisi
\"A goal without a plan is just a wish\" - Antoine de Saint-Exupéry
Location: Heimenschwand
Company: Finkoor Financial Solutions
Languages: Deutsch
Qualifications: Finanzplaner eidg. FA
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Anlageobjekte, Frühpensionierung, Nachhaltige Anlagen, Investieren statt Sparen, Alternative Anlagen, ETF-Portfolios, Rentenbezug vs. Kapitalbezug, PK-Einkauf, Pensionskasse, Wohnsituation im Alter, Lebensversicherung, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, 3. Säule, Eigenheimkauf, Renovation, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer
Rating: 5.0 out of 5 (3 reviews)
About Matthias
After more than 25 years as an employee of large financial groups, I decided to go into business for myself. Why?\n\nThe requirements for a financial advisor have changed significantly, as have the demands of customers. While I have always pursued a holistic consulting approach, the newly created independence offers me significant advantages and opportunities in integral consulting. I have always seen the opportunities that the symbiosis of banking and insurance advice and solutions offers for customers. The solution to this lies in independence from financial companies, which creates the space to concentrate on what is essential, namely the concerns of my clients. This creates the freedom to identify the best possible solutions on the entire market, to cover interfaces and, above all, to coordinate them. This creates a powerhouse that works efficiently and generates added value for our customers and their interests.\n