Know your risks. Know your opportunities. That is the foundation of smart financial planning. And that is at the core of what we do at Geisbauer Wealth Management. For more than 10 years, Tim Geisbauer and his experienced staff have been helping people preserve and advance their wealth, even in uncertain times.
As an LPL Financial Planner, we believe in building long and solid relationships that plan for every phase of your life. Whether you want to finance a child's education or get a handle on retirement plans, we can help turn a vision into a clear path.
Independent Financial Planning
We believe that lifelong planning and healthy risk management are the keys to financial success. We believe in treating your money with the respect and care we would afford our own family members. That's why it should be important to you that we are independent. Our firm has no ties to any one investment provider. Our asset management is done on a flat-fee basis, not convoluted commissions with every transaction.
Tim Geisbauer, MBA, CFP®, and his team offer a wide range of services. Tim is also a long-time licensed insurance agent and works with a tax attorney. Our firm can offer you a holistic approach to life-long wealth management.
Your LPL Financial Advisor
We work with an independent Registered Investment Advisor, LPL Financial. Its powerful market intelligence, computer modeling and daily rebalancing capabilities help us to be responsive to changes in the market. You have access to powerhouse institutional managers and passive options that put you in league with some of the biggest institutional investors, yet keep fees low. We can help you in your path toward achieving important life goals:
Diversification of Financial Investment
No longer are you stuck with a stale, limited offering of stocks, bonds and retail investments that may not be in your best interest. Diversification can be important when the market turns volatile.*
We can discuss with you the advantages of hand-selecting from a wide range of active and passive vehicles. Our investment company takes a look at your risk tolerance, time horizon and goals to drive your investment portfolio management.
*There is no guarantee a diversified portfolio can ensure a profit or protect against loss.
Ethical Wealth Management
The financial planning advice we present is always objective - we're directed by what is right for you, not by what's profitable for us.
Investment approach - We promise to manage your risks to the best of our fiduciary responsibility and remain an independent wealth advisor. This allows us to pursue lower risks, lower investment costs, and seek consistent, competitive returns for you.
Transparency – You have the right to full disclosure of all costs for investment portfolio management, advisory fees and transactions. You get 24/7 access to your account via a secure website and clear monthly statements.
Planning Your Future
Are your goals within reach? We can help as part of our investment portfolio services.
College - As an investment company, we believe it's never too early or too late to start with education planning. Know your 529's from your ESA's and reap potential tax benefits.
Retirement - Whether you seek to increase your retirement income or just want advice on retirement planning, we can explain your options, and get the most competitive coverage and deals on Medicare plans.
Tax planning - Are you sure your wealth won't end up in probate and not where you want it to go? With the help of a tax attorney we work with and estate planning services, we can ensure your papers are in order and suggest ways to potentially grow and protect your assets.
Life insurance - While it's nice to expect the best, preparing for the worst is smart thinking. Tim Geisbauer is a licensed insurance agent as well as a Certified Financial Planner™ professional. Call now to find the most competitive plans for your budget and life situation.
The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be in cash. For an explanatory brochure, please visit www.sipc.org.
Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations.
The account protection applies when an SIPC member firm fails financially and is unable to meet its obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.
Call now and experience the difference for yourself. Get a personal investment approach, experienced planning and careful risk management.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, ID, IL, PR, and UT