Our Services

We have everything it takes to
succeed – all we need is you.

Our focus is on assisting clients along their financial journeys

Today’s retirees are facing new challenges, with so many choices it can become overwhelming when preparing for retirement. At Geiger Investments, we focus on what matters most, financial independence and added confidence.

We offer an array of services to help you plan for the future you deserve.

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Retirement Planning

Where are you now? Where do you want to go? What might get in your way? Whether you are trying to determine the age at which you can retire, are nearing retirement, or are already retired, we are here to answer any questions you may have. We focus on working with individuals to define, refine, and implement retirement strategies. There are multiple components that make up a successful retirement, and you can look to us to help anticipate risks, address concerns, and develop a strategy based on your goals for retirement. A successful retirement is not just about saving money; it is also about making good investment choices.

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Income Planning

How much money do you need to live comfortably in retirement? As you enter into retirement, one major consistent component changes – your income source. At Geiger Investments, we will help you develop a successful long-term income plan with dependable and sustainable income coming in each month. Remember, the paycheck stops in retirement, but the bills don’t.

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Strategic Asset Management

What is the definition of wealth? Every individual holds a different definition. To determine and implement a strategic asset management portfolio, we must truly understand your financial outlook and goals. Strategic asset allocation involves setting diversified target allocations and rebalancing periodically. We are proactive and holistic in developing your tailored investment strategies and portfolios.

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Legacy Planning

Do you know what kind of legacy you will leave to your heirs? Strategic legacy planning and estate management enable you to manage your affairs during your lifetime and control the distribution of your wealth after death. We have relationships with professionals that can help build an effective legacy plan that ensures your wishes, financially and health-related, are carried out according to plan.

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Long-Term Care

Why buy long-term care insurance? You want the freedom of choice. When you buy long-term care insurance, you will have the necessary resources to afford quality care and the ability to choose how and where you receive it. Those without a substantial resource of their own simply won’t have as many choices. Coverage can be complicated, but at Geiger Investments, we educate and evaluate the pros and cons to make sure the decision is right for you.

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