Frequently asked questions

What is Geiler Financial Services?

Geiler Financial Services is a financial planning firm that provides individuals and couples with customized strategies to achieve their long-term financial goals. They specialize in retirement planning, investment management, insurance protection, and wealth building.

What are the core values of Geiler Financial Services?

Geiler Financial Services prioritizes people, believing in the importance of relationships and placing client needs first. They uphold integrity and ethical practices in all their dealings. They value open and honest communication with clients, ensuring they are well-informed through frequent, timely, and relevant updates. Lastly, they are committed to providing excellent service by offering sound financial products and treating client investments with the utmost care.

Who is Rick Geiler?

Rick Geiler is the founder of Geiler Financial Services. He has nearly 20 years of experience in the financial services industry, specializing in retirement strategies, asset positioning, and insurance protection. Before starting Geiler Financial, he was a licensed stockbroker, giving him unique insight into market dynamics. He is a published author and has been featured in various media outlets, including The Steve Sanchez Show.

How does Geiler Financial Services approach retirement planning?

Geiler Financial Services recognizes that retirement planning is crucial and often overlooked. They emphasize that retirement requires substantial financial resources, often exceeding the cost of a home. Their approach involves crafting personalized plans that consider various financial risks, including market volatility, longevity, healthcare expenses, and legacy planning.

What types of financial risks does Geiler Financial Services address?

Geiler Financial Services helps clients mitigate several financial risks:

• Market Risk: Helping clients find the right balance between risk and reward to grow assets while minimizing potential losses.
• Death Risk: Determining appropriate life insurance coverage to protect families and businesses in the event of an unexpected death.
• Withdrawal Rate Risk: Developing strategies to ensure a sustainable income stream throughout retirement.
• Longevity Risk: Planning for the possibility of outliving retirement savings and securing lifetime income.
• Medical and Long-Term Care Expenses: Navigating the complexities of long-term care insurance and finding suitable solutions.
• Legacy Planning: Aligning financial strategies with clients’ desired legacies.

What specific financial services does Geiler Financial Services offer?

Geiler Financial Services offers a wide range of financial products and services, including:

• Managed Equity Accounts
• Fixed and Fixed Index Annuities (including guaranteed lifetime income options)
• Retirement Accounts (IRAs, 401ks, 403bs)
• Life Insurance (Term, Universal, Whole Life)
• Long-Term Care/Chronic Illness Insurance
• Health and Medicare Products
• Legal/Estate Planning (through partners)
• Business Planning (retirement, buy/sell agreements, key man insurance)

How can I contact Geiler Financial Services for a consultation?

You can reach Geiler Financial Services by phone at 480-923-9090 or by email at info@geilerfinancial.com.

Where is Geiler Financial Services located?

While the provided information does not explicitly state the company’s location, it does mention they are “Expert Financial Advisers in Paradise Valley AZ”. It is safe to assume they are based in Paradise Valley, Arizona.