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Why Should I Hire a Financial Advisor?

Throughout our lives, we are taught that it is smart to save, to pay off debt, and to be prudent with our spending.  However, many of us are not taught the basic principles that come with those actions:

Often, we simply do not have the time or interest in devising, implementing, and regularly monitoring a financial plan.   Working with a financial advisor allows you to objectively and logically plan for your financial future, manage risks, and answer any (and every) question along the way.

When you work with a financial advisor…

We take pride in our ability to simplify your entire financial profile (investments, tax, insurance, estate planning, etc.) in an easy to understand picture that can make immediate and long term goals attainable.

Advisors work with a variety of clients regardless of the stage they are in life:

  • For the young professional, we lay the groundwork for a monthly savings plan that will grow his/ her nest egg
  • For the retiree, or the industry veteran approaching retirement,we can systematically plan for your income, insurance, and estate needs as you age
  • For the business owner looking to implement a retirement plan for his firm, we will work with you develop a plan that will attract and retain talented employees while benefiting from both an individual and corporate tax perspective

So much of your life is spent earning, paying, and saving money.  You need a financial advisor to guide you and help ensure that your finances are managed properly and that your assets are always working for you and your family.  Let a trusted financial advisor, like Geier Asset Management, show you the way.

Schedule Your Complimentary Consultation Today
It’s never too early to start planning. Reach out to one of our advisors today to get your future started.

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Who We are

Meet our dedicated and experienced team at Geier Asset Management. We handle tax planning, investment management, financial planning, and retirement plan services for clients nationwide.
Joseph N. Geier, CPA

President/Client Manager
Brian Woods

Vice President/Client Manager
Gregory Palacorolla, CFP®

Director, Wealth Management
Daniel Mules, CPA

Client Manager
Brendan Winkler, CPA

Portfolio Accountant
Deborah Kresslein

Portfolio Administrator
Julie Keller

Executive Assistant