Welcome to Gaiser Financial Group
We are an Independent Wealth Management Group focused on serving the financial needs of individuals and businesses in the Triad area. We specialize in helping retirees and pre-retirees live the comfortable retirement of their dreams.
We take a holistic approach to financial services because we believe that financial planning, retirement planning, investing and tax planning do not exist in a vacuum. We believe that achieving long-term financial objectives requires a multi-disciplinary methodology delivered by a team of experienced financial professionals.
In order to meet your long-term financial objectives and achieve your retirement dreams, you need advisors who take the time to understand your goals, values, dreams, and unique financial situation. We understand that incorporating a long-term financial strategy can seem daunting and our goal is to provide you with the advice, support, and tools you need to make the right decisions every day.
Today’s markets require discipline, prudence, and experience to assure success. We are proud to have built one of the strongest investment management teams in the country and we work hard every day to exceed our clients’ expectations.
There has never been a better time to grow, preserve and protect your assets. I look forward to meeting you and helping you with your financial and estate needs.
Contact us today to review your financial situation: (336) 285-0829
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
An inside look at how marginal income tax brackets work.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
It sounds simple, but paying yourself first can really pay off.
The S&P 500 represents 80% of the value of the U.S. equity market, it may be worth understanding.
Is your estate in order? This short quiz may help you assess your overall strategy.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential capital gains taxes due on your transactions.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like the junk in a junk drawer.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.