
Roland Knupfer
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
Dipl. 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)
Roland Knupfer ist kompetent, freundlich und sehr hilfsbereit. Ich bin sehr zufrieden und empfehle die Firma sehr gerne weiter.
Immer Top Beratung. Kompetent und freundlich. Ich kann Roland Knupfer nur empfehlen.

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