Gaiser Financial Group

Description

We take a holistic approach to financial planning that emphasizes understanding your long-term goals, your life dreams, and your current and past financial situation. We believe that it is our business to explore your passions, intentions, and goals in order to build a personalized financial strategy that will take you where you want to go in life. All of our services take advantage of a multi-disciplinary approach that leverages the individual expertise of each member of our talented team of professionals.

We are an Independent Wealth Management Group focused on serving the financial needs of individuals and businesses in the Triad area. We specialize in helping retirees and pre-retirees live the comfortable retirement of their dreams. We take a holistic approach to financial services because we believe that financial planning, retirement planning, investing and tax planning do not exist in a vacuum. We believe that achieving long-term financial objectives requires a multi-disciplinary methodology delivered by a team of experienced financial professionals.

The difference between the price at which an asset was purchased and the price for which it was sold. When the sale price is higher than the purchase price, the difference is a capital gain; when the sale price is lower than the purchase price, the difference is a capital loss. Cash Alternatives Assets that are most easily converted into cash and which have a very low risk of price fluctuation. For example, money market funds may be considered a cash alternative.

A credit subtracted from income taxes after preliminary tax liability has been calculated. Tax Deduction An amount that can be subtracted from a taxpayer’s income before taxes are calculated. Taxpayers may use the standard deduction or may itemize deductions if allowable itemized deductions exceed the standard deduction. Tax Deferred A condition of certain plans and accounts under which the funds in the plan or account along with any accrued interest, dividends, or other capital gains, are not subject to taxes until the funds are withdrawn.

Founder and Owner of Capital Advisory Group, Paul has over 20 years experience in the financial service industry. Paul is a financial professional whose commitment is to provide personalized service to each individual and family that...

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