Private Wealth Management for Select Individuals We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put the pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER. Social Media Disclosures: Thank you for visiting Gaiser Financial Group's Page on Linkedin. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Gaiser Financial Group reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent. No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Gaiser Financial Group. Gaiser Financial Group use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements.