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THE RULES HAVE CHANGED.

Most couples will spend 20-30 years or more in retirement.

We will see more volatility in the stock market in the next 10 years then the past 20.

Bond interest rates are close to historic lows.

Most couples in their late 50’s to early 60’s are lost in the noise, without a roadmap or plan to prepare themselves for 20 to 30 years of unemployment (retirement).

It used to be that your company gave you a pension, you collected social security, you owned a few mutual funds and some bonds or CD’s paying 6 or 7 or 8 percent and you could retire comfortably. Today pensions for most couples are a thing of the past, social security may or may not exist in its present form when you retire, bond interest rates are close to historic lows and depending solely on the stock market for your security in retirement is scary at best.

Geiger Wealth is a retirement planning and portfolio management firm that specializes in helping couples in their late 50’s to early 60’s to structure their portfolios to meet the challenges of 20 to 30 years of retirement.

RETIRE WITH CONFIDENCE.

Are You Confident?

To retire with confidence you need to know how you’re going to pay your bills and lead a full life for the next 20 to 30 years, to know that your money will last and that you’ll not run out and to know that when the next big stock market correction comes that you’ll be ok. You need to know that not only will your money last but that when you are gone there will be a legacy for those that you love.

RETIRE WITH CONFIDENCE.

Are You Confident?

To retire with confidence you need to know how you’re going to pay your bills and lead a full life for the next 20 to 30 years, to know that your money will last and that you’ll not run out and to know that when the next big stock market correction comes that you’ll be ok. You need to know that not only will your money last but that when you are gone there will be a legacy for those that you love.

You need a plan in order to retire with confidence, and a partner to help you put your plan to work and to watch over it.
And that’s what we offer.

  • Your plan and portfolio need to be as bullet proof as humanly possible.
  • At this stage of your life you need to protect what you’ve saved… no big losses.
  • You need more dependable and sustainable income coming in each month than you actually need.
  • You need to minimize taxes and to simplify your life.

You need a plan in order to retire with confidence, and a partner to help you put your plan to work and to watch over it.
And that’s what we offer.

  • Your plan and portfolio need to be as bullet proof as humanly possible.
  • At this stage of your life you need to protect what you’ve saved… no big losses.
  • You need more dependable and sustainable income coming in each month than you actually need.
  • You need to minimize taxes and to simplify your life.

Worrying and hoping that you don’t run out of money in retirement is not good enough. You need to:

Your time between now and the time that you retire is extremely important. Starting now, you can protect your portfolio from big losses, you can grow your money safely, you can create the dependable, sustainable income that you’ll need to live well for the next 20 to 30 years and you can leave a legacy for those that you love.

We’ll walk you through the important steps that will help you to sleep well, knowing that when you’re ready, you can retire with confidence.

Worrying and hoping that you don’t run out of money in retirement is not good enough. You need to:

Your time between now and the time that you retire is extremely important. Starting now, you can protect your portfolio from big losses, you can grow your money safely, you can create the dependable, sustainable income that you’ll need to live well for the next 20 to 30 years and you can leave a legacy for those that you love.

We’ll walk you through the important steps that will help you to sleep well, knowing that when you’re ready, you can retire with confidence.

Getting to know each other.

The first step to our retirement planning process is getting to know each other:

What would you like to accomplish?

What concerns you the most, now and in the future?

What have you done before, what are your experiences?

What is your current situation?

When would you like to retire?

How would you like to live in retirement?

Let’s discuss what a pre-retirement portfolio should look like and why:

What are the challenges you’ll face in retirement?

How could you get into trouble during retirement?

What tools should you use to build a portfolio that’s as close to bulletproof as is humanly possible?

Getting to know each other.

The first step to our retirement planning process is getting to know each other:

What would you like to accomplish?

What concerns you the most, now and in the future?

What have you done before, what are your experiences?

What is your current situation?

When would you like to retire?

How would you like to live in retirement?

Let’s discuss what a pre-retirement portfolio should look like and why:

What are the challenges you’ll face in retirement?

How could you get into trouble during retirement?

What tools should you use to build a portfolio that’s as close to bulletproof as is humanly possible?

What does your portfolio look like now?

The second step to our retirement planning process is understanding what your current portfolio’s strengths and weaknesses are:

How much risk do you have?

What is your portfolio costing you?

What growth potential do you have?

What income potential do you have?

How does your current portfolio compare to what a pre-retirement portfolio should look like?

What does your portfolio look like now?

The second step to our retirement planning process is understanding what your current portfolio’s strengths and weaknesses are:

How much risk do you have?

What is your portfolio costing you?

What growth potential do you have?

What income potential do you have?

How does your current portfolio compare to what a pre-retirement portfolio should look like?

What should you
be doing now?

The third step to our retirement planning process is showing you what you need to do now to retire with confidence.

We will show you how to:

Manage your portfolio’s risk while safely growing your money.

Create dependable, sustainable income.

Reduce your taxes.

Simplify your life.

What should you
be doing now?

The third step to our retirement planning process is showing you what you need to do now to retire with confidence.

We will show you how to:

Manage your portfolio’s risk while safely growing your money.

Create dependable, sustainable income.

Reduce your taxes.

Simplify your life.

Monitor
Keep on Track

The fourth step to our retirement planning process is putting your plan to work and keeping it on track.

We implement your plan, we monitor it over time and we adjust it for changes in your life and changes in the markets so that your plan stays on track.

Monitor
Keep on Track

The fourth step to our retirement planning process is putting your plan to work and keeping it on track.

We implement your plan, we monitor it over time and we adjust it for changes in your life and changes in the markets so that your plan stays on track.

BILL GEIGER IN THE MEDIA

Every week, on Chicago television and four different Chicago radio stations, Bill discusses retirement planning issues and solutions for couples in their late 50’s to early 60’s as they prepare for retirement. His show “Retire With Confidence” appears on CBS2, WGN, WBBM, WLS and WIND.

If you missed out on Bill in the Media last week, then click below for his latest broadcasts!

TV APPERANCES
BILL ON THE RADIO

BILL GEIGER IN THE MEDIA

Every week, on Chicago television and four different Chicago radio stations, Bill discusses retirement planning issues and solutions for couples in their late 50’s to early 60’s as they prepare for retirement. His show “Retire With Confidence” appears on CBS2, WGN, WBBM, WLS and WIND.

If you missed out on Bill in the Media last week, then click below for his latest broadcasts!

TV APPERANCES
BILL ON THE RADIO