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HOW WE CAN HELP

 

Our mission is to serve individuals and couples in all areas of life and retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more enjoyable life and secure retirement. Reliable strategies can help keep your family’s future protected.

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Some major financial risks we will help you consider in developing your plans:

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  • Market Risk - A certain amount of market risk can be beneficial in helping to grow your retirement assets. Too much however can result in anxiety, loss, and even financial ruin. Let us help you determine your appropriate level of risk and the most effective vehicles to employ.

  • Death Risk - If you die unexpectedly, who will it adversely affect? Let us help you navigate the world of life insurance to find the best way to protect your family, your business, and those who depend on you.

  • Withdrawal Rate Risk - Your retirement assets are for your later years, but planning on how much to take and when can be hard to manage. We will help you to use the power of the products and concepts available today to allow you to guarantee that the drawdown on your assets will not hamper your retirement.

  • Longevity Risk - We all want to live to a “ripe ole age” but we don’t want to do it in the poor house. There are multiple ways to guarantee lifetime income so you won’t have to worry about outliving your money. The thing is, you must plan early!

  • Medical Expenses/Long-Term Care Expenses - LTC insurance is the easy answer to this issue. The difficulty is that the LTC world can be very difficult to navigate and can be very expensive. Let us help you to use the tools available to leverage your assets for maximum benefit and coverage.

  • Legacy - Do you want to leave a legacy for your heirs? Or do you want to spend your last dollar on your last day. There are various strategies and financial products available to help you move toward either outcome.

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We can help develop plans tailored to your needs to reduce these risks through a wide range of services* including:

 

  • Managed Equity Accounts (through our RIA partner)

  • Fixed Annuities (including SPIA, MYGA, and Traditional Fixed)

  • Fixed Index Annuities (including guaranteed lifetime income)

  • Retirement Accounts (IRA, 401k, 403b, etc…)

  • Life Insurance (Term, Universal life, Whole Life)

  • LTC/Chronic Illness (Stand alone and through Life and Annuities)

  • Health and Medicare Products

  • Legal/Estate Planning (through our partners)

  • Business Planning (retirement, buy/sell, key man insurance, etc…)

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*The above is a dynamic list in which we may consult or referred to various third parties. All affiliates of Geiler Financial have the appropriate licenses for the products and services offered.

 

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