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
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is your estate in order? This short quiz may help you assess your overall strategy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Term insurance is the simplest form of life insurance. Here's how it works.
Military families face unique challenges, making personal finance even more critical.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
There are nearly 1,200 ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Learning more about gold, and its history, may help you answer that question.