We recognize the significant duty to provide clients with a committed level of service, as well as ongoing education to further their understanding of our financial and investment strategies. We use a process designed to help provide added clarity and confidence when making important financial decisions. We are here to empower our clients’ retirement goals and dreams.
Kevin is a highly accomplished financial professional specializing in tax mitigation strategies. With over 20 years of experience in the financial services industry, he has honed his expertise in helping clients navigate complex tax landscapes and develop tailored strategies to minimize their tax liabilities effectively.
Kevin’s extensive knowledge and understanding of tax laws, regulations, and incentives enable him to identify opportunities that others might overlook. He works closely with his clients, analyzing their financial situations and implementing strategic tax planning techniques to optimize their financial outcomes.
Learn more about Kevin Geiger
As a tax mitigation expert, Kevin excels in various areas, including individual taxation, business taxation, investment taxation, and estate taxation. He possesses a deep understanding of the intricate nuances associated with each, allowing him to create customized solutions that align with his clients’ unique circumstances and goals.
Whether it involves maximizing deductions, leveraging tax-efficient investment strategies, or implementing sophisticated estate planning techniques, Kevin is dedicated to providing comprehensive tax guidance that ensures his clients retain more of their hard-earned wealth.
What sets Kevin apart is his commitment to staying at the forefront of tax laws and regulations. He continually monitors changes in the tax landscape and proactively adapts his strategies to leverage new opportunities for his clients. By doing so, he enables them to stay ahead of the curve and mitigate potential tax risks.
Kevin’s ability to simplify complex tax concepts and communicate them clearly empowers his clients to make informed decisions about their finances. He serves as a trusted advisor, guiding them through each step of the tax planning process and ensuring that they understand the implications and benefits of each strategy employed.
Beyond his role as a tax mitigation expert, Kevin is known for his genuine dedication to his clients’ long-term financial well-being. He believes in forging strong relationships built on trust, transparency, and ongoing support. Kevin is driven by a passion for helping his clients achieve their financial goals while minimizing tax burdens, ultimately securing a more prosperous and tax-efficient future.
When you engage Kevin’s services, you gain access to a highly skilled tax professional who will leverage his expertise, industry knowledge, and innovative thinking to develop comprehensive tax mitigation strategies tailored to your specific needs. With Kevin by your side, you can navigate the complexities of the tax landscape with confidence and achieve greater financial success.
With over a decade of experience in the financial industry, Lauren brings a distinctive perspective and an extensive range of skills to the realm of financial analysis. As a passionate advocate for empowering women in finance, she is dedicated to promoting investment strategies designed specifically for women, by women.
Her diligent attention to detail and unwavering commitment to ethical investing make her an invaluable asset to individuals, families, and businesses seeking expert guidance in financial planning. Lauren’s academic background in statistics laid the groundwork for her impressive aptitude in data analysis and research. This foundation led her naturally to the financial industry, where she has since excelled in her work with both global and domestic firms.
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Her expertise includes analyzing and interpreting data to inform strategic financial decisions as well as designing statistical models for vital aspects of pricing, risk, and market analysis. In addition to providing clients with personalized, diversified financial strategies, Lauren also specializes in tax-advantaged strategies. By leveraging her in-depth understanding of tax strategies and regulations, she helps clients maximize their wealth preservation and growth potential.
Lauren’s mission is to instill a sense of comfort and confidence in each client as they navigate the complexities of the financial market, with a particular focus on supporting women in their investment journey.
Lauren co-founded Geiger Investments alongside her husband, Kevin. Outside of the office, she cherishes the time spent creating lasting memories with Kevin, their three children, and their three beloved dogs.
A dedicated community advocate, Lauren can often be found volunteering in various local organizations and serving on multiple boards. Her passion for giving back to the community further demonstrates her commitment to helping others achieve financial success and personal fulfillment.