Specializing in Safe Retirement Plan Strategies
I welcome you to my Web Site. My goal is to provide the viewer with a basic understanding of some subjects I specialize in.
As a Financial Strategist I specialize in safe retirement plan solutions that are tailored with care. I offer many services to the individual planning for retirement or already in retirement. I can assist you with high quality life insurance, annuity and long-term care products. In addition, I specialize in income planning, qualified plan distributions and estate planning.
It is my commitment and desire to establish long lasting relationships with my clients as a trusted retirement advisor.
Calculators
Retirement Income
Accumulated Assets
Taxes
Long-Term Care
Creating My Legacy
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Articles
Retirement
Financial Planning
End of Life Directives
Qualified RetirementPlans
Weekly Radio Show
"The Retirement Guy" Radio Show with your host Steve Geist every Saturday at 7:30 AM on KNUS News/Talk 710 AM.




