Premier Retirement Planners in Paradise Valley, Arizona
Why Choose Geiler Financial Services ?
Geiler Financial Services: Expert financial advising for lasting prosperity.
Comprehensive Financial Planning
Tailored financial plans for your unique goals. Expert advice for success.
Risk Management Strategies
Expert advisers help manage risk, protect assets for a secure financial future.
Comprehensive Estate Planning Solutions
Expert advisers help create comprehensive estate plans for wealth preservation.
Diverse Investment Options
Diverse investments for your financial goals. Expert guidance for informed decisions.
Comprehensive Retirement Planning Solutions
Retirement planning made easy. Personalized strategies for a comfortable future.
Geiler Financial Services
Company Overview
Geiler Financial Services is a financial planning firm founded by Rick Geiler, MBA, CLU. With nearly 20 years of experience, the firm specializes in Retirement Strategies, Asset Positioning, and Insurance Protection. They are committed to providing clients with personalized financial strategies, emphasizing integrity, communication, and exceptional service.
Core Values:
Geiler Financial Services operates on four key values:
Service: “We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We work with only the soundest products and services, in doing so we treat our client’s money as if it were our own.”
People First: “People First, Money Second is a priority statement that places people and relationships ahead of financial matters.”
Integrity: “We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are ‘above reproach’.”
Communication: “We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential.”
Founder’s Expertise:
Rick Geiler leverages his diverse background as a former professional stock trader and certified financial planner to guide clients. He is the author of industry articles, including “Sleep Well at Night Strategy: The Letter Your Stock Broker Doesn’t Want You To See,” and has appeared on financial talk shows.
Let our seasoned financial advisers in Paradise Valley Arizona craft personalized strategies to unlock prosperity and achieve your financial goals with confidence.
Services Offered:
Geiler Financial offers a comprehensive suite of financial planning services, including:
- Retirement Planning: Recognizing the common mistake of inadequate retirement planning, Geiler Financial emphasizes the importance of planning early and offers strategies for a financially secure retirement. They highlight the potential cost of retirement, stating, “Your retirement will cost you an average of 6 times more than your house. Most people use financing to live in a better house, so why aren’t you using financing to help you fund a better retirement?”
- Investment Management: They offer strategic investment management services to help clients grow their wealth.
- Financial Planning: Comprehensive financial planning to help clients achieve their long-term goals.
- Insurance & Annuities: Including Fixed Annuities, Fixed Index Annuities, and Life Insurance.
- Wealth Management: Tailored strategies to preserve and grow client wealth.
- Risk Management: Geiler Financial helps clients address various financial risks, including market risk, death risk, withdrawal rate risk, longevity risk, medical and long-term care expenses, and legacy planning.
Target Audience:
Geiler Financial Services primarily targets individuals and couples seeking financial advice and planning for a secure future. They particularly focus on those approaching retirement or concerned about their financial well-being.
Marketing and Media:
The firm maintains an active online presence through their website and social media platforms such as Instagram, Facebook, and Twitter. They also produce educational content, including:
- “Financial Friday Boot Camp”
- “Facebook Live” sessions
- “Life Insurance 101”
- “Annuity Client Education”
- “Financial Fact Finder”
Key Takeaways:
- Client-centric approach: Geiler Financial emphasizes building strong relationships with clients and prioritizing their needs.
- Holistic financial planning: They offer a wide range of services to address various aspects of financial well-being.
- Focus on education: The firm provides resources and content to educate clients about financial concepts and empower them to make informed decisions.
- Experienced leadership: Rick Geiler’s expertise and industry knowledge contribute to the firm’s credibility and client trust.
Overall:
Geiler Financial Services presents itself as a trustworthy and client-focused financial planning firm with a strong commitment to ethical practices and client education. Their comprehensive approach and experienced leadership position them well to serve individuals and couples seeking financial security and peace of mind.
Unmatched service that surpassed all my financial planning needs, truly exceptional!
David Miller
Tech Entrepreneur
Empower Your Retirement with Expert Financial Guidance
Welcome to Geiler Financial Services, your trusted financial advising partner. Our expert advisers provide personalized wealth management strategies to help you achieve a financially secure retirement. Start building a brighter financial future, contact us today.