Reto Dornbierer
Widnau
Selbstständig, SIVA Consulting Inh. Reto Dornbierer
(0 with 0 ratings)
transparency and professionalism
I only offer advice on topics in which I am well-versed and have practical experience. If I reach my limits, I have the resources to provide.
My areas of expertise are:
-Insurance against disability and death
-Cost optimization and help with investment instruments
-Comprehensive advice on home ownership planning
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2022- Versicherungsvermittler VBV, 2020
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Buy a home
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Tax optimization
Second opinion
Living situation
Real estate as a pension
Invest vested benefits funds
Financial independence
Pension situation
Insure against disability and death
Self-employment
Optimize insurance policies
Early retirement, is it possible?
Crypto consulting
Evaluation
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