Protect Your Retirement, Family, and Assets

​One of the biggest mistakes you can make in life is not planning for your retirement. At Geiler Financial, we care about your financial future.

Protect Your Retirement, Family, and Assets

​One of the biggest mistakes you can make in life is not planning for your retirement. At Geiler Financial, we care about your financial future.

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. We take the responsibility of helping our clients in navigating all the options and pitfalls very seriously.

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. We take the responsibility of helping our clients in navigating all the options and pitfalls very seriously.

Rick Geiler, MBA, CLU - Founder

Rick Geiler is the founder of Geiler Financial. He has been helping clients with Retirement Strategies, Asset Positioning, and Insurance Protection for nearly 20 years. Before getting into this industry, Rick was a professional stock trader and carried a Series 7 broker’s license. He uses that experience when working with his clients by educating them on how to reach the pinnacle of their financial lives and coaching them along the way. 

 

Rick Geiler, is the author of several industry articles including the "Sleep Well at Night Strategy: The Letter Your Stock Broker Doesn't Want You To See".  He has been a frequent guest on The Steve Sanchez Show, a nationally syndicated financial and political talk show, and has been a speaker at a number of insurance and financial events. 

 

Rick and his wife Shelly are both natives of Nebraska and been together for almost 20 years. They live in Paradise Valley, Arizona and share a love for outdoor activities, scuba diving and travel.

Services

  • Financial Planning

  • Investments

  • Wealth Management

  • Insurance & Annuities

  • Retirement Planning

Media

  • Financial Friday Boot Camp

  • Facebook Live

  • Life Insurance 101

  • Annuity Client Education

  • Financial Fact Finder

Meet Glenn R. Lester, RFC®

With over 40 years of experience in financial services, Glenn R. Lester, RFC® is a trusted voice in retirement and legacy planning.

A graduate of West Texas A&M University with a degree in Economics, Glenn is a Registered Financial Consultant and a recognized expert in ERISA retirement plans.

His mission today is simple: to help Texas families simplify their planning, protect their legacy, and preserve what matters most.

Glenn is also a proud supporter of WTAMU and the Fellowship of Christian Athletes, bringing both deep professional knowledge and heartfelt care to every client interaction.

Expertise

Tailored Solutions

Client-Centric Approach

OUR CORE SERVICES

We focus on helping you prepare for the future with clarity and confidence. From building reliable retirement income to planning for long-term care and leaving a meaningful legacy, our core services are designed to protect what you’ve earned and support the people you love.

Legacy Planning

Legacy planning isn't just about what you leave behind—it's about how you live today. We help you stay in control of your finances, protect your family in times of change, and give lasting purpose to your wealth—all while minimizing taxes, legal costs, and complications

Retirement Planning

Transitioning into retirement shouldn't mean uncertainty. We help you create a dependable income strategy designed to last a lifetime, while minimizing taxes and protecting principal.

Long-Term Care Planning

Don't let future costs derail your financial goals. We explore innovative long-term care solutions that protect your assets, preserve independence, and ease the burden on your family.

Below are our some of Company Values which we hope will give you a better understanding of how we operate.

People – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.

Integrity – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach". We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.

Communication – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.

Service – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We work with only the soundest products and services, in doing so we treat our client’s money as if it were our own.