Financial Solutions Group Wealth & Risk Management Services, LLC

CONNECT

Address:

9000 W. Chester Street, Suite 100
Milwaukee, WI 53214

Phone:

(414) 615-4850

Fax/Other:

(414) 615-4960

Lori Geiss

Lori Geiss

Financial Services Representative

 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

 

PRODUCTS AND SERVICES

  • Fixed and Variable  Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance 
  • Stocks & Bonds 
  • Managed Accounts
  • Wealth Management Services

 

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in AZ, FL, MO, NV, and WI
  • Registered to offer securities products in AK, AZ, FL, IL, KS, KY, MN, NV, VA, WA and WI
  • 26 Years in the Financial Services Industry
  • Series 63, 65 & 66
  • Series 6 & 7
  • Series 26


PERSONAL

  • Resident of Racine County
  • Family: Husband- Steve; Children- Louis (23), Jacob & Jacquelyn (13), Samantha (10)
  • Hobbies: Cooking, Basketball, Spending Time with Family (especially at Packer games)
  • Education: UW- Parkside, Degree in Business
  • Owned 5 Businesses over 27-year span
     

ORGANIZATIONS

  • Rec League Basketball Coach, Fast Pitch Softball Coach
     

AREAS OF INTEREST

  • Starting a Business
  • Cancer Planning
  • Changing of Jobs or Careers
  • Applying for Social Security and Medicare
  • Planning for Required Minimum Distributions
  • Retirement and Investing for Retirement
  • Marriage
  • Purchasing a New Home
  • Birth of Children 
  • Beginning to Save for a Child's Education

 

Phone (414) 615-4947
Fax (414) 615-4860
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck