Geiser Wealth Planning, LLC
Erik founded Geiser Wealth Planning to help busy people with important questions and decisions they face in the financial side of their lives:
- How can I get a financial plan if I don't have "the minimum" amount of assets for a brokerage company to manage?
- Do I have the right investments in my 401(k) and other retirement accounts?
- Am I saving enough in my retirement plans and accounts?
- How can I get my finances organized?
- At what age can I realistically retire?
- What do I do with my old 401(k) plans that are still with a previous employer?
- I have a lot of financial accounts and benefits through work, (e.g., stock options, ESOPs, restricted stock, etc.). How do I make sense of them?
- Can I have a trusted partner to help me address life changes and money related questions when they come up?
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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