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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

Columbus Office

134 Westwood Blvd.
Columbus, IN 47201

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


• 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


• 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