Marc Zgraggen
Your financial expert with foresight. Retirement with security.
Location: Seewen SZ
Company: Swiss Life AG
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. FA
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Frühpensionierung, Rentenbezug vs. Kapitalbezug, PK-Einkauf, Steuern bei Kapitalbezug, Eigenheimkauf, Pensionskasse, Hypotheken-Optimierung, Investieren statt Sparen, Lebensversicherung, Säule 3a Steuern, Wohnsituation im Alter, 3. Säule, Erwerbsunfähigkeitsversicherung
About Marc
With my many years of experience in the financial sector, particularly in retirement planning and financial planning, I guide individuals and businesses on their path to financial security and clarity. My focus is not on selling a single product, but on developing a holistic financial concept tailored to your specific needs.
For me, trust is the foundation of any successful collaboration. Openness, honesty, and mutual trust form the formula for sustainable and optimal solutions.
As a financial planner with a federal professional certificate, I offer you competent and comprehensive advice, whether it concerns pension fund solutions for companies or pension and retirement planning for private individuals.
In my private life, I am married, a proud father, and live in the canton of Schwyz. I love spending my free time in nature, whether biking or hiking.
"My goal is to give you security and clarity for your financial future – today, tomorrow and beyond."