Stefan Kälin | Find a financial advisor

Stefan Kälin

City Einsiedeln

Helvetia Versicherungen

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Finances made easy. Everything from a single source.

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.

As 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.

Stefan Kälin, your financial coach for life:
Where growth is created through personal coaching and a strong partnership!!

Qualifications

Relevant Diplomas

Finanzplaner mit eidg. FA, 2013

Language(s) in counseling

Deutsch

Relevant memberships

FINMA unterstellt
Cicero Mitgliedschaft

Topics:

Optimize insurance policies

Financial Planning

Invest money

Receive a pension or capital

Buy a home

Early retirement, is it possible?

Pillar 3a

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Save taxes in retirement

Budget plan after divorce

Tax optimization

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Assess the overall financial situation