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 https://www.prudential.com/advisor/georgeanne-aist or email me atGeorgeanne.Aist@prudential.com