OUR METHOD

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Understanding Holistic Planning

Holistic financial planning model identifies and takes into consideration your entire financial situation, both present and future, and together, we develop a personalized financial plan that’s designed to help take you where you want to go in life. We believe when a client receives holistic advice, they are far better equipped to make everyday decisions that help plan for their long-term financial goals to be reached. Throughout each step of the financial planning process, our goal is to act as your financial coach, guiding you along the path to the retirement you want to have.

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

 

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For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

 

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