Taking Control of Your Finances Can Change Your Future!
"Based in Southern Maryland, I have been providing personalized comprehensive financial planning, insurance, business solutions and strategic wealth management across many states for over 29 years. I understand that unanswered questions and uncertainty about your financial future can be a huge burden on both you and your loved ones. Place that burden in my hands. I will invest my time partnering with you to build a flexible strategy, freeing you to spend your time with those that matter most."
-Georgeanne Aist, OwnerContact Us
I educate clients about financial concepts and downside PROTECTION strategies and take the mystery out of investing.Learn More
Business Owner Planning
I serve the needs of both small and large businesses- benefits, tax efficiency strategies, valuation, executive packages and MORE.Learn More
What are your goals? Conquer debt? Build reserves? Planning for retirement? Send your kids to college? Refine & Define Your options.Learn More