Chase Geiger - Financial Advisor

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

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI invest...
06/03/2026

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI investment, while rising energy prices tied to the U.S.-Iran conflict stoked inflation and left the Federal Reserve in a holding pattern. Swipe through to learn more.

Know that we are closely tracking these complex markets for you. As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

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

As your family tree grows, the importance of strong roots does too. Life insurance can do just that, providing financial...
05/20/2026

As your family tree grows, the importance of strong roots does too. Life insurance can do just that, providing financial stability and emotional peace of mind as you expand your family tree through marriage, children, and more.

Whether you’re exploring your first policy or additional layers of coverage, we are here to help. Give us a call today for a personalized quote or coverage review.

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

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/14/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

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

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security ...
05/12/2026

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security deposit for an apartment can throw your budget off course if you don’t have any money set aside.

Savings can give you a crucial safety net. Even having a small cushion makes those moments, like car breakdowns or surprise medical expenses, easier to handle. Start by building an emergency fund that covers several months' worth of expenses, then branch out and save for other wants or needs. Starting with small, consistent savings is the best way to go. The habit matters more than the amount at first.

If you have questions about what kind of savings account or savings strategy makes sense for your situation, don’t hesitate to reach out. We’re here to support your goals.

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

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors larg...
05/06/2026

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle East, marking a sharp reversal from a difficult first quarter. Swipe through to learn more.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

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

Spring has officially arrived! As we transition into a new season, we wanted to wish each of you well. We hope you can e...
04/29/2026

Spring has officially arrived! As we transition into a new season, we wanted to wish each of you well. We hope you can enjoy all that spring has to offer.

If we can be of help as spring begins in earnest, feel free to reach out. We are here to support you with issues big and small.

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

April is a month of fresh energy and intention. The new season brings longer days, renewed motivation, and a great oppor...
04/27/2026

April is a month of fresh energy and intention. The new season brings longer days, renewed motivation, and a great opportunity to take a closer look at the habits that shape our personal and professional lives.

This month’s quote is a reminder that excellence isn’t something we achieve once; it’s something we practice over time. Small, consistent actions lead to big results.

So, as you move through April, ask yourself: What habit are you committed to building (or rebuilding) this month?

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

Financially planning for college doesn’t have to be overwhelming. There are several financial tools designed specificall...
04/22/2026

Financially planning for college doesn’t have to be overwhelming. There are several financial tools designed specifically to help families prepare. Swipe through for an overview of key options available to parents and guardians.

If college is far off for a child in your life, these savings options can be incredibly helpful when the time comes for them to attend school. In the meantime, however, if you have questions about investing or your financial strategy, don’t hesitate to reach out. We are here for you.

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

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtfu...
04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

[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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