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
Tune into Better Living with Bryan Gaiser on the triad’s Rush Radio 94.5, Saturday mornings from 7am-7:30am. On his show Bryan offers conservative retirement money solutions and has taught many people how to protect and preserve their assets, increase their retirement income, and reduce their taxes.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Knowing the rules may help you decide when to start benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How long does a $20 bill last?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Women are great at multi-tasking. But many drop the ball when preparing for retirement
Have you explored all of your choices when it comes to managing your taxable income?
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.