Read Our Newest Publication Tune into Better Living The Other Sure Thing Inflation and Your Portfolio

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




 

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

 

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

View all videos arrow