About Us

Our Method

Understanding Holistic Planning

Holistic financial planning model identifies and takes into consideration your entire financial situation, both present and future, and together, we develop a personalized financial plan that’s designed to take you where you want to go in life. We believe when a client receives holistic advice, they are far better equipped to make everyday decisions that ensure their long-term financial goals are reached. Throughout each step of the financial planning process, our goal is to act as your financial coach, guiding you along the path to the retirement you want to have.

HELPING YOU PUT SYSTEMS IN PLACE THAT WORK

OUR TEAM

Bryan Gaiser
Bryan Gaiser
Wealth Advisor
Daniele Clark
Daniele Clark
Operations Director
Jeff McKay
Jeff McKay
Marketing Director
Melissa Gaiser
Melissa Gaiser
Office Manager
Ashley Shoaf
Ashley Shoaf
Front Desk/Paralegal

Gaiser Financial Group’s Mission

Our highly-qualified team of financial professionals is committed to not only meeting, but exceeding, your expectations.

Experience and Skill

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.

INDEPENDENCE AND OBJECTIVITY

We represent our clients and their interests rather than any specific company. While some firms recommend investment products mandated by their home office, we have no such ties, allowing us to deliver you objective, unbiased recommendations.

Why People Choose Us

Focus on Living Your Life
We'll Focus on Your Future

BRYAN GAISER - WEALTH ADVISOR
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

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.

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. We are focused on how small we can keep our client base; rather than how many clients we can obtain.

When working with new potential clients, there are four things we look at:

  1. Is there good chemistry? We work best with people who are team oriented.
  2. Are your goals and objectives achievable? We do not want to help someone fail.
  3. Is your net worth above our threshold? We work with clients who have a higher than average net worth.
  4. Can we add value? During our Value Test, we determine if we can add value to your current financial situation. If we cannot add value, then we will not try to. “If it’s not broken, don’t fix it”

If the answers to these questions are yes, then we invite your family to be a part of our family.

GAP ANALYSIS

Gap Analysis can best be explained by comparing it to having a complete physical examination to determine your physical health. By its definition, it is the process by which a medical professional investigates the body of a patient for signs of disease. If needed, the physican will make a diagnosis and then write a prescription.

A Gap Analysis or financial physical, is a process by which a team of financial professionals review the portfolio of an individual for signs of deficiency in one’s retirement plan. From the results of our analysis we will make recommendations and prescribe a retirement plan tailored to your unique financial goals.