Educate. Execute. Enjoy.

Our focus is on educating clients first, then assisting them along their financial journeys.

Your Dreams Matter

At Geiger Investments, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

The Retirement Focused Process

Today’s retirees are facing new challenges, with so many choices that it sometimes can become overwhelming and confusing. At Geiger Investments, we focus on what matters most — financial independence — so you can confidently focus on living your ideal retirement.

We believe in equipping you through an ongoing commitment to education, planning, evaluation and assistance. Using the Retirement Focused Process, we offer an array of services to help you pursue the future you deserve.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.
How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.
How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.
How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

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.

Or give us a call at 843.375.8700.