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gaiserfinancial.com

Gaiser Financial Group

Are We a Fit? Are We a Fit? HOW WE ARE DIFFERENT. Private Wealth Management for Select Individuals. We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put the pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER. We take a proactive holistic approach to financial services. Focus on Your Mission. 7 Hidden Retirement Risks.

http://www.gaiserfinancial.com/

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CONTACTS AT GAISERFINANCIAL.COM

Gaiser Financial Group

Bryan Gaiser

3300 Battl●●●●●●●●●●ve ste.270

Gre●●●oro , North Carolina, 27410

United States

(336)●●●●●-0829
ga●●●●●@hotmail.com

View this contact

Gaiser Financial Group

Bryan Gaiser

3300 Battl●●●●●●●●●●ve ste.270

Gre●●●oro , North Carolina, 27410

United States

(336)●●●●●-0829
ga●●●●●@hotmail.com

View this contact

Gaiser Financial Group

Bryan Gaiser

3300 Battl●●●●●●●●●●ve ste.270

Gre●●●oro , North Carolina, 27410

United States

(336)●●●●●-0829
ga●●●●●@hotmail.com

View this contact

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Are We a Fit? Are We a Fit? HOW WE ARE DIFFERENT. Private Wealth Management for Select Individuals. We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put the pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER. We take a proactive holistic approach to financial services. Focus on Your Mission. 7 Hidden Retirement Risks.
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5 our services
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Gaiser Financial Group | gaiserfinancial.com Reviews

https://gaiserfinancial.com

Are We a Fit? Are We a Fit? HOW WE ARE DIFFERENT. Private Wealth Management for Select Individuals. We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put the pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER. We take a proactive holistic approach to financial services. Focus on Your Mission. 7 Hidden Retirement Risks.

INTERNAL PAGES

gaiserfinancial.com gaiserfinancial.com
1

Money | Gaiser Financial Group

http://gaiserfinancial.com/resource-center/money

What is Holistic Planning? Fortune Article - Three Essential Needs. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Your Cash Flow Statement. The Power of Compound Interest. Take a look and see.

2

Insurance | Gaiser Financial Group

http://gaiserfinancial.com/resource-center/insurance

What is Holistic Planning? Fortune Article - Three Essential Needs. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Protecting Those Who Matter Most. Understanding the t...

3

What is Holistic Planning|GaiserFinancialGroup|Greensboro, NC|Financial Advisor

http://gaiserfinancial.com/p/what-is-holistic-planning

What is Holistic Planning? Fortune Article - Three Essential Needs. What is Holistic Planning? According to the Social Security Administration Guide, this is your opportunity to uncover Social Security strategies that could maximize your lifetime benefits; timing is everything! Don't lose tens of thousands of dollars in benefits unnecessarily. Join us for this FREE educational workshop and learn! Admission is FREE. Seating is limited. RSVP today! September 13, 2016. September 15, 2016.

4

Tax | Gaiser Financial Group

http://gaiserfinancial.com/resource-center/tax

What is Holistic Planning? Fortune Article - Three Essential Needs. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Will You Pay the AMT?

5

Retirement | Gaiser Financial Group

http://gaiserfinancial.com/resource-center/retirement

What is Holistic Planning? Fortune Article - Three Essential Needs. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Raise Your Retirement Income. Investment Strategies for Retirement. One or the other? Certain ...

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Gaiser Financial Group

Are We a Fit? Are We a Fit? HOW WE ARE DIFFERENT. Private Wealth Management for Select Individuals. We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put the pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER. We take a proactive holistic approach to financial services. Focus on Your Mission. 7 Hidden Retirement Risks.

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