Philipp Schwarz

City Lyss

Helvetia Versicherungen

(0 with 0 ratings)

Clear finances, open future!

Reliable, solution-oriented, empathetic. 15 years in the insurance and pensions industry. Several continuing education courses in the financial industry.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2022

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Financial Planning

Early retirement, is it possible?

Receive a pension or capital

Partner protection

Save taxes in retirement

Invest money

Buy a home

Create a budget plan

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Budget plan after divorce

Who inherits how much?

Pension situation

Sell a property

Settle an inheritance

Pillar 3a

Tax optimization

Donate an inheritance

Self-employment

Optimize insurance policies

Second opinion on retirement plan

Optimize tax burden after retirement

Living situation

Real estate as a pension

Affordability as a widow

Second opinion

Advance on inheritance

Real estate as an investment object

Invest vested benefits funds

Financial independence

Major purchase

Advance directive and living will

Insure against disability and death

Finance a holiday home

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