About Your Retirement Advisor
Stephen Geist is a Financial Strategist and Retirement Plan Specialist. He was born, raised and college educated in Colorado. During his 34 years in business at executive levels, Mr. Geist's concentration was in finance, management, acquisitions and development. Fifteen years ago he began to independently counsel individuals and small business owners. Today, as a retirement plan specialist, Mr. Geist offers his services, to clients that are typically over age 50 and at or near retirement.
Ethics
Mr Geist is an Approved Financial Advisor verified as having a flawless record of business ethics by the National Ethics Bureau (NEB). What does NEB approval really mean? It means an insurance and financial services advisor: 1. Has earned the NEB Seal of Trust, the only such distinction in the financial services industry. 2. Is properly licensed, and is up to date with continuing education requirements. 3. Free of criminal, civil, or business violations against public interest. 4. Has an exemplary background of professional ethics. 5. Has submitted his or her background to NEB for review. This, by itself, is a positive indicator of exemplary ethics. 6. Believes in transparent and above-board dealings with new and existing clients.
Background and Commitment
Mr Geist has extensive experience and knowledge in the products he offers as well as the expertise on how to use those products to provide maximum benefit and protection to the clients he serves. His recommendations are comprehensive and accurate assuring safety and freedom from risk. Mr. Geist consistently pursues the latest in innovative retirement strategies. In addition, when you work with Mr. Geist, you are getting the cutting edge vision of an entire group of affiliated experts including CPA's, Elder Law Attorneys and Reverse Mortgage experts. It is Mr. Geist's commitment and desire to establish trust and a long lasting relationship with his clients. This commitment has served him well throughout the years. He takes pride in knowing that his clients keep returning to him for advice. In establishing this website, Mr. Geist has tried to provide the viewer with a basic understanding of some subjects he specializes in. If you have a need for his service, you can call, email, or complete one of the forms provided.