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?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Do Your Kids Know The Value of a Silver Spoon
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
It's important to make sure your retirement strategy anticipates health-care expenses.
A letter of instructions provides additional and more personal information regarding your estate.
Understanding how capital gains are taxed may help you refine your investment strategies.
Is your estate in order? This short quiz may help you assess your overall strategy.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are nearly 1,200 ETFs available. Should you invest in them?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Here are five facts about Social Security that might surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
When do you need a will? The answer is easy: right now.
The decision whether to buy or rent a home may have long-term implications.