HOW WE ARE DIFFERENT 

PRIVATE WEALTH MANAGEMENT FOR SELECT INDIVIDUALS

We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER. 

Reach out to us today to review your financial situation: (336) 285-0829

MAIN OFFICE
445 DOLLEY MADISON RD, SUITE 208
GREENSBORO, NC 27410

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RALEIGH OFFICE
410 NORTH BOYLAN AVENUE
RALEIGH, NC 27603

 

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ADVICE@GAISERFINANCIAL.COM

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OFFICE: (336) 285-0829

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FAX: (336)-617-3566

Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Gaiser Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.   

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Bryan Gaiser or Gaiser Financial Group is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.

Top of the Table is an additional membership organization within MDRT. In addition to MDRT membership, qualifying criteria for membership includes attaining a higher level of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. In addition to fulfilling MDRT membership requirements, Top of the Table membership requirements include payment of additional dues. Top of the Table and RWA are not affiliated.

For the detailed requirements of MDRT, please visit: https://www.mdrt.org/membership/requirements/

 

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For the detailed requirements of NEA and Ethics.net, please visit: https://www.ethics.net/faq

 

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Bryan Gaiser or Gaiser Financial Group is stated or implied. BBB and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

 

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