As one of the most comprehensive financial service firms for wealthy families and high net worth individuals in Maryland, Geier Asset Management offers programs to grow, protect, and conserve your wealth. In addition to our wealth management services, our advisors also offer insurance planning services to help you determine which insurance policies you need. We will run pricing quotes for the proper amount of insurance and assist in obtaining the policy.
Geier Asset Management provides insurance planning services throughout Howard County. Contact us today to schedule a insurance planning consultation.
At Geier Asset Management, we’ll make sure you’re protected—no matter what tomorrow brings. To determine the appropriate amount of coverage for your needs, we’ll take the following information into consideration:
Once we’ve conducted this initial analysis, we will then provide you with the appropriate coverage quote and write your insurance policy. Our financial analyst will review your policy each year to ensure you and your family always have adequate protection.
There are many types of life insurance policies available to you, and one of our advisors can help you determine which is the best option for you and your family:
In addition to these life insurance policy options, you can further protect yourself or your Maryland business with:
As our valued client, our goal is to help you protect what matters. We’ll make sure you have the coverage you need.
We have been planning for our clients’ futures for the past fifteen years. Whether you are beginning your career, building a family, or approaching retirement, we have the knowledge and experience to lead you in the right direction. If you are struggling to stay on budget, want to establish a college fund, or are just eager to retire, our financial planning team in Maryland can help.
Making wise financial decisions now will result in a better life for your family in the future. We have the experience, training, and ability to listen to your needs, devise a successful plan, and coach you to your goals. Let our financial planners help manage your wealth effectively, so your future is clear and your financial dreams are attainable.
If you are looking for an independent, trustworthy financial advisor in Maryland, look no further than Geier Asset Management. Call us today to speak with a financial planning advisor.