Chase Geiger - Financial Advisor

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Chase Geiger - Financial Advisor Helping individuals and families invest confidently, plan for retirement, and achieve their goals.

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times ...
10/15/2026

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times of year to make meaningful adjustments to wealth management.

Swipe for a few key areas we will cover during your year-end review. To schedule your appointment, reach out to us today. We are here to ensure you have a strong end to the year.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may p...
10/13/2026

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may provide flexibility, long-term care (LTC) planning is about much more than covering a bill. It is about protecting your lifestyle, preserving your legacy, and ensuring your broader financial strategy remains intact. Swipe to learn more.

If long-term care planning has not been reviewed recently as part of your wealth strategy, contact us to discuss how it fits into your overall financial plan.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

One month away from our Fall Open House. Hope to see you there!
10/08/2026

One month away from our Fall Open House. Hope to see you there!

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/08/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy p...
10/06/2026

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy prices as the U.S.-Iran conflict kept pressure on fuel costs.

The month also highlighted a growing divide in the market. AI and technology stocks helped lift the Nasdaq, while the S&P 500, Dow, and smaller companies struggled under the weight of higher rates. At the same time, stronger-than-expected economic growth gave the Fed more room to keep policy tight. Swipe to learn more.

As always, if any of this raises questions about your own portfolio, our team is just a call or email away. Don’t hesitate to reach out.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

Fall is here, and between the busyness of the season and the end of the year fast approaching, it can be easy for things...
10/02/2026

Fall is here, and between the busyness of the season and the end of the year fast approaching, it can be easy for things to fall by the wayside. Amidst the rush, we want to remind you that we are always here whenever you need support.

Whether you have questions, need guidance, or just want to touch base, do not hesitate to reach out. We are always just a call away.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines ar...
09/24/2026

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines arrive.

By working closely with clients throughout the year, we help monitor progress, adjust strategies when needed, and stay proactive so there are fewer last-minute decisions to make when year-end approaches.

Instead of scrambling to review investments, retirement contributions, tax strategies, or income planning all at once, our clients benefit from ongoing conversations and thoughtful planning year-round.

If you are looking for a more proactive approach to financial planning, contact us today to learn how we can help.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

Retirement benefits continue to play a meaningful role in many employees’ workplace expectations, and 401(k) trends may ...
09/22/2026

Retirement benefits continue to play a meaningful role in many employees’ workplace expectations, and 401(k) trends may offer helpful insight for employers evaluating their current benefits strategy. Swipe through for notable trends shaping the retirement plan landscape.

If you are an employer looking to review your retirement benefits strategy or plan design, reach out to us today. We are here to help you understand your available options or discuss your current plan.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/17/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

[email protected]
515-957-2676
[email protected]" rel="ugc" target="_blank">https://m.levitate.ai/df2d7e-4h1z4r/[email protected]

Address

700 East 2nd Avenue
Indianola, IA
50125

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

+15159572676

Website

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