Chase Geiger - Financial Advisor

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

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life i...
09/01/2026

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life insurance. The good news is that there are several simple steps you can take to better protect your family’s future.

Swipe for key statistics and steps to consider. As always, we are here to help ensure you have the right life insurance protection. Reach out today for assistance with any of the steps we’ve recommended or to further explore coverage for your family.

For HNW (HNW) individuals, taking a proactive approach to financial planning can help position you for stronger outcomes...
08/28/2026

For HNW (HNW) individuals, taking a proactive approach to financial planning can help position you for stronger outcomes throughout the year. Two key areas to consider are year-round planning and revisiting your investments. Swipe through to learn more.

A well-timed review today can help avoid rushed decisions before year-end. Call us today to discuss your strategy.

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

Strategic financial planning for HNW (HNW) individuals often involves more than just investments. It requires thoughtful...
08/26/2026

Strategic financial planning for HNW (HNW) individuals often involves more than just investments. It requires thoughtful coordination across multiple areas, including taxes, cash flow, and liquidity. Swipe to learn more.

Small adjustments today can have a meaningful impact over time. Call us to review your financial strategy.

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

Making a change to your company's 401(k) plan might feel like a big undertaking, but it doesn’t have to be. With the rig...
08/24/2026

Making a change to your company's 401(k) plan might feel like a big undertaking, but it doesn’t have to be.

With the right guidance, the transition can be more seamless than expected, and the long-term benefits for your team can be well worth it. From improved plan features to better alignment with your company’s goals, a thoughtful change can make a meaningful difference.

If this is something you have been considering, now may be a great time to start the conversation. Reach out to us today to explore your options and take the next steps with confidence.

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

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-...
08/20/2026

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-term financial stability for your family. If leaving a lasting legacy is one of your goals, there are a few fundamental steps to consider. Swipe to learn more.

Building generational wealth takes time, consistency, and thoughtful planning, and you do not have to navigate it alone. Contact us today to start creating a personalized strategy designed for your family’s future.

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

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important rol...
08/18/2026

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important role, it is only one piece of a much larger picture. A thoughtful asset allocation strategy should reflect not just your age, but your goals, timeline, and comfort with risk. Swipe to learn more.

If you would like to review your current allocation or discuss your investment strategy, contact us today. We are here to help you make informed decisions every step of the way.

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

Tax season may be behind you, but there may still be planning opportunities ahead.A midyear or early-fall tax check-in c...
08/13/2026

Tax season may be behind you, but there may still be planning opportunities ahead.

A midyear or early-fall tax check-in can clarify where you stand today and reveal adjustments you may still make, from refining withholdings to evaluating year-end strategies. Doing this now can help reduce surprises and create more flexibility before deadlines approach.

Our team is here to help you review your current position and identify opportunities while there is still time to act. Reach out today to start the conversation.

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

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most ef...
08/11/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

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

Do you know the difference between term life and whole life insurance? If not, you are not alone — it is one of the most...
08/06/2026

Do you know the difference between term life and whole life insurance? If not, you are not alone — it is one of the most common questions people have when exploring life insurance for the first time. Swipe for a quick breakdown to help you understand how the two compare.

The right choice depends on your budget, your goals, and what you need your life insurance to do for your family. Have questions? Give us a call, and we are happy to help you find the right fit.

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

July brought mixed signals for investors to sort through, including inflation data, labor market trends, a cautious Fede...
08/04/2026

July brought mixed signals for investors to sort through, including inflation data, labor market trends, a cautious Federal Reserve, the U.S.-Iran conflict, and high-momentum stocks ceding ground as money shifted into other sectors. Swipe through to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio or financial strategy, please reach out. We are here to be a resource for you.

[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

Alerts

Be the first to know and let us send you an email when Chase Geiger - Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Chase Geiger - Financial Advisor:

Shortcuts

Share

Category