Sandro Sperduto
Aarau
Swiss Life
(0 with 0 ratings)
I accompany and support people financially so that they can lead a self-determined life.
While in-depth specialist knowledge is essential for presenting customized solutions, my primary focus is always on the individual.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2010
Language(s) in counseling
Deutsch
Italienisch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Early retirement, is it possible?
Pension fund buy-in, is it worthwhile?
Receive a pension or capital
Financial Planning
Pension situation
Invest money
Pillar 3a
Tax optimization
Buy a home
Partner protection
Homeownership in retirement age
Optimize tax burden after retirement
Save taxes in retirement
Invest vested benefits funds
Self-employment
Second opinion
Second opinion on retirement plan
Affordability as a widow
Sell a property
Financial independence
Insure against disability and death
Evaluation
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