Petra Garcia
Widnau
Raiffeisenbank Mittelrheintal
(4.94 with 9 ratings)
Website
Financial coach with heart - your financial future is important to me
I understand that everyone has their own situation and I help you to take your individual needs into account.
With my expertise and experience, I will accompany you on your way to a financial future that gives you security and satisfaction.
Due to the fixed compensation from my employer, I can recommend the solution that suits you best without any pressure.
Contact me without obligation for an introductory meeting. I look forward to getting to know you and finding out how I can help you.
Qualifications
Relevant Diplomas
Dipl. Bankwirtschafterin HF, 2009- CAS Vermögensberatung, 2016
- Zertifizierte Affluent Kundenberaterin, 2021
Language(s) in counseling
Englisch
Deutsch
Topics:
Assess the overall financial situation
Invest money
Receive a pension or capital
Early retirement, is it possible?
Financial Planning
Save taxes in retirement
Budget plan after retirement
Buy a home
Pillar 3a
Pension fund buy-in, is it worthwhile?
Invest vested benefits funds
Homeownership in retirement age
Tax optimization
Second opinion on retirement plan
Optimize tax burden after retirement
Create a budget plan
Partner protection
Second opinion
Living situation
Affordability as a widow
Real estate as an investment object
Pension situation
Advance directive and living will
Insure against disability and death
Reviews (9)
G
C. F.
19.05.2025
Frauenpower, die Chemie hat sofort gestimmt! Fachwissen top, kein Fachchinesisch, sympathisch - die Nr. 1
G
Peter
26.03.2025
Danke Frau Garcia für die Vermögensberatung! Verständlich und einfach für mich, meiner Meinung nach ein super Gesamtkonzept.
G
Anja Frei
18.03.2024
Danke für die sehr gute Rundum-Beratung
And more
Evaluation
Share your experience with us.
