As a financial investment representative, our best investment is you. What are your goals for the near term and 20 years from now? Our only goal is to give you solid, customized strategies to help you answer those questions and plan your future with greater confidence.
Get to know an independent financial services company that aims to help you keep and grow what you have. We can assist you in all areas of financial investment for retirement planning, education savings, wealth management, tax planning and more. Whether you are already a sophisticated investor with a substantial portfolio or a novice of more modest means, Geisbauer Wealth Management wants to help.
We are 100 percent customer-focused with a passion for integrity. Let us help you set priorities and balance the goals you have set for your life. What we offer is designed to put you on a path toward steady, competitive rates of return and the highest growth potential.
Our wealth consultants believe in the power of embracing a life-long financial plan and a risk management strategy. We aim to preserve your money from negative volatility on the market. This gives you more power to seize opportunities and weather changes beyond your control.
Why You Need an Independent Financial Consultant
Your money should not be put up for grabs to the highest bidder, but that's what can happen when an investment planner is beholden to certain retail investments and incentive programs. Our research and recommendations are independent - always have been and always will be. We present programs and opportunities based entirely on what will benefit you, not us.
In addition, we do not operate on a commission basis; you pay one flat fee for our financial consulting services.
We are backed by the powerful resources of LPL Financial, one of the largest independent dealer-brokers in America*. It enables us to offer you access to detailed, timely information and computer modeling tools that are ahead of the curve. With this kind of market intelligence at our fingertips, we can help you make the most informed decisions.
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.
When you spread your financial investment across a carefully selected blend of asset classes, you go a long way toward preserving your money. Through us you will gain access to institutional investments that may simply not be available elsewhere, as well as a wide array of passive investments.
Among others, your investment solutions can include a mixture of stocks, bonds, conservative option strategies, variable annuities, cash equivalents and alternative investment strategies.
While no one financial investment approach works for everyone and no one can fully mitigate risk, a diversified portfolio offers reduced risk over the long term. Taken into account are your unique goals, your time horizon and your tolerance for risk. No matter what the size of your account, you can count on personal attention and highly customized advice – the best fit for your objectives.
*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.
Protection of Your Financial Investment
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.
See What Your Financial Investment is Doing
You will get 24-hour access to your account via our secure website, as well as monthly statements. You can see exactly what is happening, including the daily re-balancing and real-time monitoring that ensures fast response to market changes. And we are always available to answer your questions over the phone.
It is critical to choose solid investments that align with your goals. It is even more important to work with an investment company you can trust to do the right thing. Get to know us. Call today for independent, honest financial investment advice.
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