Chase Geiger - Financial Advisor

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

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about ...
06/18/2026

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about protecting your legacy and intentionally shaping your family’s wealth for the future. Effective planning requires foresight and coordination across every aspect of your financial life. Swipe to learn more.

Thoughtful wealth-transfer planning supports both financial continuity and the values that guide future generations. If you would like to explore how a tailored legacy planning strategy can support your long-term objectives, call us to begin a confidential discussion.

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

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/16/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.

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

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/11/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

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

With the mid-point of the year approaching, we wanted to reach out and share a couple of tips that you can use to bolste...
06/09/2026

With the mid-point of the year approaching, we wanted to reach out and share a couple of tips that you can use to bolster 401(k) plan participation.

Regardless of whether you’re going through a participation slump or if you simply want to revamp your team’s experience with your plan offering, taking some time to re-evaluate how employees experience your 401(k) plan can make a big difference.

With that said, here are a few key ways employers can address the employee experience:

🔹 Audit the employee experience - Test enrollment and account-management processes internally to identify unnecessary steps, unclear instructions, or navigation issues that may discourage action.
🔹 Evaluate education accessibility - Ensure educational resources are concise, clearly labeled, and easy to find so employees do not abandon the process due to complexity.
🔹 Clarify the value proposition of participation - Frame messaging around real-world outcomes, such as long-term financial stability or maximizing employer-sponsored benefits.

Taking a structured mid-year approach allows employers to refine strategies before peak enrollment periods and helps maintain consistent engagement throughout the year. If you’d like support reviewing engagement trends or identifying practical next steps tailored to your organization, we’re always happy to connect.

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

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]

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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