OUR PROCESS

Our Four-Step Process for Your Success 

When you meet with us, we’ll begin our step-by-step process to help you develop, implement, monitor and adjust a holistic, customized financial program designed to help you achieve your future life dreams. Once we’ve worked with you to refine and establish your goals, we will develop specific financial strategies which best suit your vision, values, time-horizon and many other factors. Through the years, we will review and adjust as your life changes.

Step I: PROACTIVE 

Step I 

Step II: PLAN  

Step III: PURSUE 

Step IV:  PROSPER 

STEP I: PROACTIVE

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs and goals are, and what you want your investment capital to do for you, taking an in-depth look at what you already have in place.

STEP II: PLAN

The objective of this stage is to develop an effective, long-term investment strategy that is custom-tailored to your unique needs. Based on a “gap analysis” which identifies any issues or gaps in your current finances, we develop a comprehensive plan that outlines the strategy we recommend.

STEP III: PURSUE

The primary objective of this phase is to successfully implement the custom financial plan and investment strategy we’ve developed for you. By staying in constant communication, our highly skilled staff strives to make this process as quick and easy as possible for you.

STEP IV: PROSPER

We’ll go over your plan at various times to help ensure that we’re meeting your needs and working towards your goals. Your written plan includes a full binder with account and contract information; plan summary, cash flow chart, and other pertinent information and documents.

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

RALEIGH OFFICE
410 NORTH BOYLAN AVENUE
RALEIGH, NC 27603

 

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ADVICE@GAISERFINANCIAL.COM

 

OFFICE: (336) 285-0829

 

FAX: (336)-617-3566

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Gaiser Financial Group and RWA are not affiliated. 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.

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