Good financial planning makes it possible to pursue some of life's most important goals. Properly managing individual finances is what we do every day. Let us look at your finances and define a clearer strategy on how to work toward your goals and challenges.
Have a Plan
Every financial decision you make impacts other areas of your life. Grasping the big picture and knowing what investment opportunities are out there is crucial. And so is being prepared for uncertainties. What’s on your radar for the future - saving up to buy a home? Financing an education?
The financial planning choices you are making now could end up delaying your retirement… or they could enable you to pay off your mortgage more quickly. Wouldn't you feel better knowing your needs are being looked after by a wealth consultant with experience and resources? You have found that here. At Geisbauer Wealth Management, we want you to feel comfortable in all your decisions.
We have the knowledge and tools to help you see your way forward. A wide range of financial products across many asset classes will be carefully evaluated and recommended just for you. No matter how small or large your portfolio, you can count on financial planning that is objective and focused.
We start by gathering information about where your money is now, the investments you have chosen, and what you want to achieve. Then we formulate a solid, measured strategy to put you in the right direction.
Backed by Trusted Research
We will discuss with you in depth how aggressively you might want to handle your financial future, determine your tolerance for risk, and evaluate your timeframe. When you partner with our investment planners, you leverage the resources of one of the nation’s top independent research firms, LPL Financial. You will have access to information that is up-to-the-minute, detailed, and backed by the most advanced computer models.
A Range of Investment Choices
Our LPL financial planning services firm is driven to help manage risks and pursue a consistent rate of return. We can discuss diversification that includes - but isn't limited to - active and passive investment plans, stocks, bonds, alternative investment plans, variable annuities, cash equivalents or a combination.
We recommend a diverse portfolio in financial planning, but you should know that there is no guarantee this approach will enhance your overall returns or shield you from the inherent risks of the market.
LPL Financial's membership in the SIPC 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.
Monitoring Your Portfolio
Your investments are monitored daily with advanced software and rebalanced to align with your long-term goals. You will be able to monitor your account at any time through our secure website, as well as through monthly statements.
Solid, measured financial planning allows you to get a better grasp on how well you are working toward your long-range objectives. As a financial consultant, we will always know whether your portfolio is on track or if you should consider adjustments.
No-Commission Financial Planning Management
No matter how much you choose to invest, we are financial representatives who base our fees on the value of the account. There is no commission or annual management fee.
When you choose our firm, you can be assured of independent financial planning options: no bias, no false sense of urgency. We choose the products we believe to be the best options for you. The greater your account value, the lower your rate will be. In most cases, this could mean more money for you.
When it's time to assess your financial planning needs, call an investment consultant who puts you first.
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