Skip to main content

Problems
We Solve

Giesting Financial

Schedule a complimentary meeting, we welcome the chance to speak with you about your financial goals.
Batesville Office

4 East Boehringer St.
Batesville, IN 47006
812.933.1791

Columbus Office

134 Westwood Blvd.
Columbus, IN 47201
812.565.2726

Each Life Stage has its own set of problems and issues to address

Life’s transitions are inevitable; that’s why your financial plan is not a “set it and forget it” process. We work together with you through the decades to review and adjust.

20s & 30s

Early career

• Cashflow & budgeting
• Establish emergency savings
• Begin paydown of debt
• Begin retirement savings
• Begin saving for other goals (home, car, business, etc.)

Late 30s & 40s

Raising a Family / Established Career

• Get married, first house, 2nd home
• Have children, save for college
• Insurance needs
• Continue retirement saving
• Continue investment portfolio savings
• Payoff all other student debt
• Estate planning

50s & 60s

Pre-Retirement

• Late career retirement prep
• College spending
• Desired retirement lifestyle
• Retirement income planning
• Plan for medical expenses
• Long-term care planning
• Taking care of parents
• Estate planning / legacy plan

Mid 60s and Up

Retirement

• Continued retirement income
• Medical and lifestyle expenses
• Leaving a legacy with tax-efficient estate planning

“To have his path made clear for him is the aspiration of every human being.”

—Joseph Conrad

Ready to take the next step?

Schedule a Meeting

Or give us a call at 812.933.1791 or 812.565.2726

Contact Us

Batesville Phone: 812.933.1791
Batesville Fax: 812.932.1791

Columbus Phone: 812.565.2726
Columbus Fax: 812.799.3856

Email: info@giestingfinancial.com

Batesville Office

4 East Boehringer St.
Batesville, IN 47006

Get Directions

Columbus Office

134 Westwood Blvd.
Columbus, IN 47201

Get Directions

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). [IF DUAL REGISTERED] Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

© Giesting Financial - All Rights Reserved.