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 currently co-host the “Wealth Guardian” show on the triad’s news radio AM 600/1200 WSJS and FM Talk 101.1 WZTK, Saturday mornings from 8AM-9AM. Through my radio broadcasts, which discuss safe retirement money solutions, I have taught many people how to protect and preserve their assets, increase their retirement income, and reduce their taxes.

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.

 

 

 

 

 

 

 

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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