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Team Coordination

I believe in collaborating with your existing support team which can help lead to a coordinated financial plan.

I can help you address:

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

I can help answer your questions, including:

  • Can I retire early?
  • Can I lower my taxes?
  • What’s a good approach for college savings?
  • What are elements of a sound estate strategy?
  • What is my business exit or continuation strategy?
  • What lifestyle do I want my family to have after I am gone?
  • How would my family's life change if I was laid off or could no longer work?
  • What if...? Whatever keeps you up at night!

I help successful and family oriented people, just like you, with similar issues and concerns. Allow me to create a thoughtfully constructed, personalized plan to help you to systemtically reach your life goals.
CALL 410-703-6263, visit or email me

Georgeanne Aist: I have been working in the insurance and financial services industries for over 27 years helping people protect, grow and pass on their wealth to those they love. 

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