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RETIREMENT PLANNING

We can help you protect the lifestyle you have worked so hard to achieve

 

 

Experience to understand your needs

Most of our client are close to retirement or are already retired, which puts us at a unique advantage in understanding your needs and how to achieve them.

 

Protecting Your Life Style

We help you to construct a plan to maintain and improve your lifestyle throughout retirement. Our planning includes protecting your assets, achieving growth and producing income when you are ready.

 

Leaving a Legacy

We help you build a portfolio that is aligned with your objectives and goals based on your unique situation. We also understand an important part of your plan is to protect your family and to leave a legacy.

 

Planning Your Estate

We help you with the estate investment planning process and work closely with you and your tax and legal advisors to implement the estate strategies that make sense for you.

 

WE USE A DISCIPLINED PROCESS

Our Planning Process

 

 

Phase1: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

 

Phase II: Analysis/Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

 

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we manage the implementation of your plan with you. We guide you every step of the way to complete your plan.

 

Phase IV: Monitoring and Adjusting

We monitor your accounts and your strategy on an ongoing basis to ensure that they continue performing to meet your expectations. When we discover that your circumstances have changed, or that shifting global markets require a different investment approach, we make adjustments to your plan as needed.

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Geiger Wealth Management Copyright © 2014. All Rights Reserved. John Hancock Center 875 N. Michigan Ave. Suite 3100 Chicago, IL 60611Phone: (312) 448-7234 Fax: (312) 268-5500