Roland Knupfer

City Winterthur

Swiss Life AG

(5 with 2 ratings)

I start advising where others stop


Over the last 10 years I have been able to help countless people achieve their goals.
The most important thing is to find out where they want to go and to support them with my comprehensive knowledge so that they get where they want to go.
Mutual trust plays a big role for me here because only if we can rely on each other can planning work in the long term.
The best thing about the job is when we can find a comprehensive solution that not only suits you but also all future eventualities and, quite honestly, who doesn't like to save on taxes when it comes to something like that?
Finally, when we have done everything for you to make it work and then a stroke of fate does happen, you can be sure that a helping hand is there for you.

What you can expect.

1. A solid foundation.
2. Understanding your goals.
3. A tax-optimized solution.
4. Legally supported planning.
5. A partner who is there for her.

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2017

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Optimize insurance policies

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

Tax optimization

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Affordability as a widow

Sell a property

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

Reviews (2)

G

Lukas

30.03.2023

Roland Knupfer ist kompetent, freundlich und sehr hilfsbereit. Ich bin sehr zufrieden und empfehle die Firma sehr gerne weiter.

G

Thomas

23.03.2023

Immer Top Beratung. Kompetent und freundlich. Ich kann Roland Knupfer nur empfehlen.

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