Roland Knupfer
I start giving advice where others stop.
Location: Winterthur
Company: Swiss Life AG
Languages: Deutsch
Qualifications: Dipl. Finanzberater IAF
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Rating: 5.0 out of 5 (2 reviews)
About Roland
Over the past 10 years, I've had the privilege of helping countless people achieve their goals. The most important thing is first figuring out where they want to go and supporting them with my comprehensive knowledge so they can get there. Mutual trust plays a crucial role for me, because only when we can rely on each other can planning be sustainable. The best part of this profession is when we find a comprehensive solution that not only suits you but also all future eventualities. And honestly, who wouldn't want to save on taxes in such a situation? Finally, even after we've done everything to ensure success, if you experience a setback, you can be sure that a helping hand will be there for you. What you can expect: 1. A solid foundation. 2. Defining your goals. 3. A tax-optimized solution. 4. Legally sound planning. 5. A partner who is there for her.