Georgeanne Aist
Financial Planner
(410) 703-6263
Georgeanne.Aist@prudential.com
For over 29 years I have enjoyed long term relationships with my clients (many of whom I consider family), gotten to know who is most important to them, and helped them reach their goals- allowing them to focus on spending time with family and enjoying their life.
I love creating flexible financial plans that can address each person's challenges, help relieve stress by giving you simple, step by step, actions to follow. I never leaves you alone to figure out the changes life brings, but instead, helps you every step of the way.
I have helped many business owners and executives address their unique challenges like unwinding stock options, or business continuation/ exit strategies, that require delicate handling to help minimize taxation.
Recognizing that almost everyone encounters unexpected challenges along the way, I strive to be proactive and quickly and efficiently address those situations to help normalize your life as quickly as possible. I want to keep you on track toward a meaningful and purpose-driven financial future.
If you are curious and want to chat about your current challenges and the resolutions available, I'd enjoy spending 15 minutes getting to know you to determine if we are a good fit. Reach out today!