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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 Georgeanne.Aist@lfg.com.

 

Georgeanne G. Aist

Wealth Planning Specialist

(410) 703-6263

(301) 843-8878

Georgeanne Aist has been working in the insurance and financial services industries for over 25 years helping people protect, grow and pass on their wealth. 

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