Fabio Annen
Location: Basel
Company: FINBERG AG
Languages: Deutsch, Englisch
Qualifications: Certified Financial Planner CFP, Dipl. Finanzplanungsexperte NDS/HF
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Nachfolgeplanung
Specialties: Frühpensionierung, Rentenbezug vs. Kapitalbezug, Steuern bei Kapitalbezug, Wohnsitz-Optimierung, Internationale Steuerplanung, Pensionskasse, Wohnsituation im Alter, 3. Säule, PK-Einkauf, AHV-Optimierung, Steueroptimierte Nachfolge, Erbschaftssteuer, Säule 3a Steuern, Testament
About Fabio
Not everything that is complicated has to remain so.
Tax and pension-related questions often arise when life changes. When wealth are moved, residences are relocated, and living conditions are reorganized. That's when you need advice that takes the big picture into account.
Your life plans are individual, and so should your financial and pension planning be. We support you personally, proactively, and with care. Whether you are based in Switzerland or abroad, we provide clarity, structure, and security for a financially carefree move or retirement, regardless of where your path leads.
To ensure that you have a contact person in Switzerland, we can act as your tax representative or represent you in dealings with socualinsurance authorities.
Ready to organize your plans across borders in a truly clever way?
Then we look forward to getting to know you.