Stefan Kälin
Finances made easy. Everything from a single source.
Location: Einsiedeln
Company: Helvetia Versicherungen
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. FA
Topics: Versicherungen, Vorsorge & Pensionsplanung, Steuern, Vermögensaufbau & Anlegen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
About Stefan
As a business and financial coach, I bring with me not only the appropriate training but also the necessary experience of over 15 years and a tact when it comes to insurance, pensions and finance.\n\nAs a partner on an equal footing, I will present you with all analyses and plans in a short and concise manner. Together we will find the best solution for you so that your wishes are or will be fulfilled.\n\nStefan Kälin, your financial coach for life:\nWhere growth is created through personal coaching and a strong partnership!!