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