Gaiser Financial

Flexibility, Potential, Protection...
Safe Money Solutions.

 

Phone Number: (336)285-0829

Welcome to Our Site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

About Bryan

Hello! I’m Bryan Gaiser. I have been assisting pre-retirees and retirees like you in North Carolina since early 2001. 

I earned a Bachelor of Science Degree from East Carolina University in 1989. Since then, I have attained professional distinction as a Million Dollar Round Table member. MDRT is an elite, independent association honoring less than 1 percent of the world’s life insurance and financial service professionals. It is internationally recognized as the standard of excellence in life insurance sales and financial services. In 2011 I achieved the prestigious Top of the Table status, the highest ranking given by MDRT, for demonstrating exceptional professional knowledge, client service, and ethical conduct.

I am a licensed Insurance Agent and Real Estate Broker. My real estate career began in January of 1995 in Virginia Beach, Virginia, where I worked for a large real estate auction firm, Fox and Associates. I gained vast experience in settling estates, which included many different types of real estate and high-end personal property including: apartment complexes, houses, shopping centers, professional offices, raw land, resort property, retail establishments, and warehouses. Settling an enormous number of estates gave me the experience to position myself as an expert in protecting and preserving assets folks have worked hard for years to accumulate. In early 2001 I turned my focus to helping pre-retirees and retirees move their retirement funds to safe positions and create income streams that keep them comfortable throughout their retired years.

My firm Gaiser Financial Group, a division of Stoneridge Insurance Services, LLC, serves clients in four areas:

  • Safe retirement money solutions
  • Stock market concepts and strategies for higher-risk, potentially higher-yield, investments
  • Estate planning and settlement services
  • Facilitating access to a licensed North Carolina attorney for important legal documents (i.e. Wills, Trusts, etc.)

I have a home in Greensboro, NC. I am a member of the Ebenezer Lutheran Church, where I am actively involved with our congregation’s youth. Family is very important to me and I have been privileged to have lived most of my life in Greensboro near my parents and siblings. I feel that strong relationships with my family have enhanced my ability to understand and serve retirees.

There has never been a better time to preserve and protect your assets. I look forward to meeting you and helping you with your financial and estate needs.

 

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

More Newsletters →