
Philipp Schwarz
Lyss
Helvetia Versicherungen
(5 with 1 ratings)
Clear finances, open future!
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2022
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Partner protection
Save taxes in retirement
Financial Planning
Receive a pension or capital
Early retirement, is it possible?
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
Reviews (1)
Freundliche Begegnung, alle meine Fragen wurden unkompliziert beantwortet

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