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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.
How to help determine life insurance needs to provide for your family after you pass away.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Recent changes in estate tax laws could affect the strategy you have in place.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all of your choices when it comes to managing your taxable income?
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.