At Giere Investment Services Inc, we believe that creating and preserving a successful financial destiny is one of the most challenging and rewarding endeavors that many individuals, families, and small businesses will ever undertake. Achieving these goals takes vision, discipline and focus - by both investors and their investment professionals alike.
Whether you are investing to build future wealth or to protect a financial legacy for the ones you love, our highly-personalized service will focus on YOUR needs, YOUR values, and YOUR long-term goals. We have offices in Maple Grove (just north of 694 off of Zachary Lane) and in Oakdale (just north of I-94 on Inwood Avenue).
Whether you are investing to build future wealth or to protect a financial legacy for the ones you love, our highly-personalized service will focus on YOUR needs, YOUR values, and YOUR long-term goals. We have offices in Maple Grove (just north of 694 off of Zachary Lane) and in Oakdale (just north of I-94 on Inwood Avenue).
Services
Building successful financial destinies through a tradition of sound guidance for generations. Our firm has long been partnering with individuals and small businesses to help create a foundation for successful financial destinies. This has always been our calling and commitment - and it remains to be the reason we serve our clients' needs each day.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If your family relies on your income, it's critical to know what their needs would be in the event of your death.
Reviews (1)
Dyonne Danielson
Jan 18, 2019
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Todd has been our financial planner for over 20 years. He is the most intelligent, ethical, and thorough person in our lives. We trust him to the ends of the Earth and have been blessed to know him and Kathy for many many years. I cannot speak more highly of Todd as a human being and as a trusted advisor.
