HOW WE CAN HELP
Our mission is to serve individuals and couples in all areas of life and retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more enjoyable life and secure retirement. Reliable strategies can help keep your family’s future protected.
HOW WE CAN HELP
Our mission is to serve individuals and couples in all areas of life and retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more enjoyable life and secure retirement. Reliable strategies can help keep your family’s future protected.
Some major financial risks we will help you consider in developing your plans:
Some major financial risks we will help you consider in developing your plans:
Market Risk
A certain amount of market risk can be beneficial in helping to grow your retirement assets. Too much however can result in anxiety, loss, and even financial ruin. Let us help you determine your appropriate level of risk and the most effective vehicles to employ.
Death Risk
If you die unexpectedly, who will it adversely affect? Let us help you navigate the world of life insurance to find the best way to protect your family, your business, and those who depend on you.
Withdrawal Rate Risk
Your retirement assets are for your later years, but planning on how much to take and when can be hard to manage. We will help you to use the power of the products and concepts available today to allow you to guarantee that the drawdown on your assets will not hamper your retirement.
Longevity Risk
We all want to live to a “ripe ole age” but we don’t want to do it in the poor house. There are multiple ways to guarantee lifetime income so you won’t have to worry about outliving your money. The thing is, you must plan early!
Medical Expenses Care Expenses
LTC insurance is the easy answer to this issue. The difficulty is that the LTC world can be very difficult to navigate and can be very expensive. Let us help you to use the tools available to leverage your assets for maximum benefit and coverage.
Legacy
Do you want to leave a legacy for your heirs? Or do you want to spend your last dollar on your last day. There are various strategies and financial products available to help you move toward either outcome.
We can help develop plans tailored to your needs to reduce these risks through a wide range of services* including:
We can help develop plans tailored to your needs to reduce these risks through a wide range of services* including:
Managed Equity Accounts (through our RIA partner)
Fixed Annuities (including SPIA, MYGA, and Traditional Fixed)
Fixed Index Annuities (including guaranteed lifetime income)
Retirement Accounts (IRA, 401k, 403b, etc…)
Life Insurance (Term, Universal life, Whole Life)
LTC/Chronic Illness (Stand alone and through Life and Annuities)
Health and Medicare Products
Legal/Estate Planning (through our partners)
Business Planning (retirement, buy/sell, key man insurance, etc…)
Managed Equity Accounts (through our RIA partner)
Fixed Annuities (including SPIA, MYGA, and Traditional Fixed)
Fixed Index Annuities (including guaranteed lifetime income)
Retirement Accounts (IRA, 401k, 403b, etc…)
Life Insurance (Term, Universal life, Whole Life)
LTC/Chronic Illness (Stand alone and through Life and Annuities)
Health and Medicare Products
Legal/Estate Planning (through our partners)
Business Planning (retirement, buy/sell, key man insurance, etc…)
*The above is a dynamic list in which we may consult or referred to various third parties. All affiliates of Geiler Financial have the appropriate licenses for the products and services offered.
Meet Glenn R. Lester, RFC®
With over 40 years of experience in financial services, Glenn R. Lester, RFC® is a trusted voice in retirement and legacy planning.
A graduate of West Texas A&M University with a degree in Economics, Glenn is a Registered Financial Consultant and a recognized expert in ERISA retirement plans.
His mission today is simple: to help Texas families simplify their planning, protect their legacy, and preserve what matters most.
Glenn is also a proud supporter of WTAMU and the Fellowship of Christian Athletes, bringing both deep professional knowledge and heartfelt care to every client interaction.
Expertise
Tailored Solutions
Client-Centric Approach
OUR CORE SERVICES
We focus on helping you prepare for the future with clarity and confidence. From building reliable retirement income to planning for long-term care and leaving a meaningful legacy, our core services are designed to protect what you’ve earned and support the people you love.
Legacy Planning
Legacy planning isn't just about what you leave behind—it's about how you live today. We help you stay in control of your finances, protect your family in times of change, and give lasting purpose to your wealth—all while minimizing taxes, legal costs, and complications
Retirement Planning
Transitioning into retirement shouldn't mean uncertainty. We help you create a dependable income strategy designed to last a lifetime, while minimizing taxes and protecting principal.
