Prepare for the Future
 
Our Financial Planning department specializes in helping people plan for and manage the financial aspects of life-changing occurrences.  Our most common request is for advice in planning for retirement.  However, others include such situations as an inheritance, sale of a business, marriage, a new job, death of a spouse, 401K rollover, and the exercise of stock options.  You will benefit from having a personal relationship with a trusted Financial Advisor who takes the time to know you and understand your unique financial situation.
 
We also work closely with your tax, legal and other advisors to help ensure that all of the planning aspects are reviewed and coordinated.  We firmly believe that all the pieces of the puzzle must be working together in order to have an accurate and realistic plan.                                                            
 
 
Ongoing Coaching
 
We recognize that achieving your goals requires ongoing support and follow up.  For example, meeting retirement goals not only requires adjustment for portfolio investment returns, but also means help with designing and sticking to a budget.  We will be right beside you to coach you on the best ways to allocate your resources and help each family member commit to and followthe plan.  We'll make things simple and easy to understand and provide you with clear options for making the best decisions.
 
 
 
 
Some specific examples of our financial planning services include:
  • Cash flow and control
  • Budgeting
  • Investment planning
  • College funding
  • Retirement planning
  • Estate planning
  • Inheritances
  • Risk management
  • Insurance
  • Employment benefits
  • Tax planning
  • Purchase or sale of a business
  • Corporate or business coordination with personal situation
  • Financial decisions
  • Charitable donations

 

Greg Palacorolla Financial Planning Analyst

Securities offered through Triad Advisors, Inc.
A registered broker/dealer. Member FINRA& SIPC.

 
©2010 Geier Financial Group. All rights reserved.