Challenging Conventional wisdom in our Comprehensive Approach
Investing and preserving wealth is a small piece to the financial puzzle.
At Geiger Investments, we’re not just in the business of retirement planning; we’re also in the business of education.
Are You ‘Retirement Focused?’
We believe you must be fully informed to become fully confident in your financial approach. Through our Retirement Focus Academy events and our Retirement Focused Process, we aim to provide you with all the information and resources you need to make prudent decisions that will allow you to passionately pursue your goals and dreams.
Get Started In 3 Easy Steps
1. Evaluate
Schedule a meeting to discuss your goals and objectives to ensure you are maximizing on all that is available.
2. Educate
After reviewing your objectives and current allocations, we will provide the right approach to minimizing taxes and maximizing growth.
3. Execute
Once you are confident and comfortable, we’ll implement a custom plan to reach your ultimate financial goals. Of course always tweaking those plans along the way.
3 Firms 1 Priority — You!
At Geiger Investments, we take holistic planning to a new level. To best serve your financial and retirement needs, we formed three companies to help guide you through every challenge and opportunity:
Geiger Investments Private Wealth
Because the strategies to grow and protect wealth are different for high-net-worth clients, Geiger Investments has created a separate division for our clients with a net worth higher than $5 million. To find out more about Geiger Investments Private Wealth, click here or call us at 843.375.8700.
This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Please note that Geiger Investments and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
From retirement, income and legacy planning to asset management and long-term care insurance, we craft comprehensive strategies to help you find financial confidence and independence.
We created this nonprofit to provide free educational courses designed to arm you with the knowledge necessary to help you live the retirement you always envisioned.
Our Medicare experts are fully licensed agents representing all of the major carriers, allowing us to provide unbiased advice that will help you make the most of your Medicare options.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
