Georgeanne Aist has been working in the insurance and financial services industries since 1994 to help people protect, grow and pass on their wealth. She has completed the CFP® curriculum and is finalizing her ChFC course of study.
Georgeanne listens to YOU. She then uses her highly developed background in all aspects financial planning - both personal and business planning- to help you develop a viable strategy toward attaining YOUR life goals. She has worked in boutique financial planning firms, insurance agencies and through the banking channel to bring her exprertise to YOUR game plan.
Staying on track and engaged in the planning process can lead to your best chance of overall success. Life throws curve balls and she can help you plan and prepare for those occurrences. No two people/businesses are the same so a thoughtfully constructed plan of action allows for a step by step process to follow.
"I look forward to helping you handle life's challenges and celebrating your success!" Contact details: 410-703-6263 or [email protected]