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Team

At  Aist Wealth Planning  we believe our team collaborating with your team (Attorney/CPA/etc.) leads to a seamless final plan.

We can help you address:

  • Goal Setting- Cost and Timeline
  • Investing principles and strategies- taxable vs tax efficient
  • Retirement- accumulation vs distribution
  • Estate conservation issues (will the assets go where you desire?)
  • Risk management analysis- Personal and Business

We can help answer your questions, including:

  • Can I retire early?
  • What has to happen for me to feel really happy with my life?
  • Are my investments working hard enough?Save Draft
  • Can I lower my taxes?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • What is my business exit strategy?
  • What lifestyle do I want my family to have should I be hit by the proverbial bus?
  • How would my family's life change if I was laid off or could no longer work?
  • What if...?

Our experienced team helps successful and family oriented people just like you with similar issues and concerns.  Allow us to create a thoughtfully constructed, personalized game plan to help you reach your life goals. We Plan for the Certainty of Uncertainty.        
CALL 410-703-6263 or email us at [email protected].

 

Georgeanne G. Aist

Wealth Planning Specialist

(410) 703-6263

(301) 843-8878

Georgeanne Aist has been working in the insurance and financial services industries since 1994 to help people protect, grow and pass on their wealth. She has taken all CFP courses and is finalizing her ChFC course of study.

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