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.
In order to meet your long-term financial objectives and achieve your ideal retirement life-style, constructing a retirement plan centered on a workable process that is monitored and adjusted as life unfolds is both comforting and essential.We take a client-partner approach that involves our clients in the retirement process.
In order to meet your long-term financial objectives and achieve your ideal retirement life-style, constructing a retirement plan centered on a workable process that is monitored and adjusted as life unfolds is both comforting and essential.We take a client-partner approach that involves our clients in the retirement process.
Services
I have been assisting pre-retirees and retirees in North Carolina since early 2001. I earned a bachelors degree from East Carolina University in 1989. Since then, I have attained professional distinction as a "Million Dollar Round Table" (MDRT) member. As an Investment Advisory Representative, (IAR), I am Series 65 licensed to conduct securities analysis and qualified to make investment recommendations.
Our highly-qualified team of financial professionals is committed to not only meeting, but exceeding, your expectations. When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs.
All of our services begin the same way: by getting to know you, your family, and many aspects of your financial life and future life dreams. While developing a customized financial program, we will walk you through a step-by-step process that can give you added confidence in your decisions.
Once your goals have been established, we will develop personalized financial strategies that suit your individual vision, goals, values, and many other factors.Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
Once your goals have been established, we will develop personalized financial strategies that suit your individual vision, goals, values, and many other factors.Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
I have been assisting pre-retirees and retirees in North Carolina since early 2001. I currently host "Better Living with Bryan Gaiser" on 94.5 WPTI, The Piedmont's Talk Station, on Saturday mornings from 10:00-11:00 a.m.
On my radio broadcasts, I discuss conservative retirement strategies, and I've taught many people how to help protect and preserve their assets, increase their retirement income and reduce their taxes-with an added focus on living a more balanced and better life.I earned a bachelor's degree from East Carolina University in 1989.
On my radio broadcasts, I discuss conservative retirement strategies, and I've taught many people how to help protect and preserve their assets, increase their retirement income and reduce their taxes-with an added focus on living a more balanced and better life.I earned a bachelor's degree from East Carolina University in 1989.
ARE WE A FIT? What makes Gaiser Financial Group unique? We made a strategic decision to work with a select group of individuals. We want our clients to feel they are a big fish in a small pond, rather than a small fish in a big pond. Our goal is not to be all things to all people, but to be all things to a few people.
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