You need investment services for every stage of your life, whether you are planning a family or planning your retirement. We construct portfolios that are customized and free of institutional bias. Whether you are seeking an aggressive investment or a more competitive investment approach for decades to come, call today. Discover the difference an independent financial planner can make.
When we put together a plan of action for you, we will consider only what you need and what is in your best interests. Our investment services works on flat fees based on your account value, not convoluted commissions. We are not beholden to any companies. You will just get the strategies best suited for you, whether active or passive investments, bonds, stocks, conservative and alternative investments, cash and variable annuities.
These are just a few of the ways our investment services can help keep you in control of your wealth and encourage its growth for life’s important goals.
As an investment company, we believe that diversification is important to mitigating negative market impact. That said, there are no guarantees of profit or protection against loss. Instead, we carefully evaluate each instrument and match it to your goals and risk capacity. We apply the highest fiduciary standards to each account every day.
Honesty, integrity and performance are our core values. We make available a wide range of wealth management and investment services while treating you like a part of the family. You can feel comfortable reaching out to us no matter what your income or life situation. We work with clients across the spectrum throughout the region.
An Independent Investment Services Provider
We are independent financial consultants. We work with an equally independent research company, LPL Financial. We do not work on a commission basis. You will be offered a range of products and services designed to pursue the kind of growth you seek.
Your retirement – How much do you need to put shine into your golden years? Our retirement planning services will focus on your window of opportunity for saving now.
Educational savings – Under current projections, it could cost you between $90,000 and $300,000 for a college education 18 years from now.* Or more. The popular 529 plans or an education savings account may help to ensure that a four-year diploma is not out of reach for your child.
Tax planning - We will seek to pursue all lawful deductions and tax credits which you may be due. We will show you how to reduce your income on paper. We have a tax attorney who works with our founder, Tim Geisbauer, MBA, economist and Certified Financial Planner™ practitioner.
Estate planning - Will your family, alma mater or favorite charity get their rightful share of your assets - or will the state? No matter how large or modest your wealth is, we can review your strategies, documents and investments. We want you to be able to carry out your wishes and bequeath more of what is yours to the people that matter.
Financial investment strategies - What is the best way to guard against market losses? There isn’t any; but a diversified portfolio hand-selected by a financial planner offers a greater chance at stability. It may help you make the best of a bear market and put positive opportunities within reach*.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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. This extensive coverage reflects a strong commitment to serving your investments.
If you are trying to manage financial planning on your own, or you want more out of your investment services, contact Geisbauer Wealth Management for an independent portfolio review.
*Projections by The College Board show that at an inflation rate of 6%, four years of college in 2030 will cost an estimated $108,000 at a public institution and $362,800 at a private college.
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