Frequently Asked Questions

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:

  • How much is necessary to save
  • how to protect assets
  • How to invest a portfolio
  • And more

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.