
Andrea Schneider
Solothurn
WM Finanzplanung AG
(0 with 0 ratings)
If the customer is happy, we are happy too!
In keeping with the motto "If the customer is doing well, we are doing well too!"
We meet you at eye level, speak your language and have an open ear for your concerns.
Please feel free to reserve your free initial consultation.
Qualifications
Relevant Diplomas
Finanzplanerin mit eidg. FA, 2022
Treuhänderin mit eidg. FA, 2009
Finanzberaterin IAF, 2021
Entry in the FIDLEG advisor register
RegFix, ID Andrea Schneider
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
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

Evaluation
Share your experience with us.