Welcome to It's My Future Inc. 

CONNECT

Address:

9000 West Chester Street, Suite 100
Milwaukee, WI 53214

Phone:

(414) 615-4947

Fax/Other:

(414) 615-4960

Lori Geiss

Financial Advisor, Investment Advisor Representative, Financial Services Representative

Domicile State: WI

 

BUSINESS PHILOSOPHY

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

 

 

I pride myself on being a trusted advisor to each one of my clients. With over 27 years in the financial services industry, I am especially proud of the long-lasting relationships I've created. For much of my career I have worked with small business owners and affluent clients planning for retirement. While that still remains a focus of my practice, life experience has opened my eyes to another group in need. My clients appreciate that I am able to emphasize with their situation and provide the guidance needed to navigate such difficult times. 

 

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) 615-4960
Mobile Phone (262) 878-4500
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck