Petra Garcia
Widnau
Raiffeisenbank Mittelrheintal
(4.94 with 8 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 (8)
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
G
Frau Sieber
06.12.2023
Ich bin über eine Veranstaltung für Frauen auf Frau Garcia aufmerksam geworden und habe mich über meine Vorsorge beraten lassen. Nun fühle ich mich gut für die Zukunft gewappnet.
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