Founder at Wiebers Financial Group
Prescott, Arizona
Gerry Wiebers, Founder, is a licensed independent financial professional at Wiebers Financial Group in Prescott, Arizona with 36+ years of experience. Specializing in Pension Planning, College Savings Planning, Indexed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 928-327-1477
Email: [email protected]
Licensed Independent Financial Professional · 36+ Years Experience · SafeMoney Certified™
Gerry Wiebers is the founder of Grand Canyon Education Academy and has been a trusted financial professional for over 36 years, specializing in SafeMoney retirement education. As a Life Member of the Million Dollar Round Table (MDRT) and a Life and Annuity Certified Professional (LACP), Gerry has demonstrated a consistent commitment to excellence and client service throughout his distinguished career.
Gerry's practice focuses on SafeMoney retirement education for pre-retirees, retirees, families, and federal employees. He helps clients with pension planning, college savings planning, indexed annuities, retirement planning, wills and trusts, estate planning, life insurance, Social Security, long-term care, tax planning, and Roth conversions. His approach emphasizes principal protection, guaranteed income streams, and tax efficiency—helping clients pursue financial security and peace of mind throughout retirement.
Known for his straightforward, educational style, Gerry takes the time to explain complex financial concepts in simple, understandable terms. He believes that informed clients make better decisions, and he works closely with each family to develop customized retirement plans that align with their unique goals, values, and risk tolerance. His holistic approach addresses all aspects of retirement planning, including income planning, healthcare costs, legacy planning, and asset protection.
Throughout his career, Gerry has earned numerous industry recognitions and built a reputation for integrity, expertise, and unwavering dedication to his clients' financial well-being. He stays current with the latest financial products and retirement planning strategies, ensuring clients benefit from effective solutions for their unique situations.
Contact Gerry today to discuss your retirement planning needs in Arizona.
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Gerry Wiebers at Wiebers Financial Group offers Pension Planning, College Savings Planning, Indexed Annuities in Prescott, Arizona. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Gerry Wiebers is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.