Protecting What Matters

Planning for the future is critical to your financial success, but it’s not always easy. You need to see the big picture, understand the options available to you, and choose the right financial products to help you meet your goals. As one of the most comprehensive financial service firms for families and high-net-worth individuals, Geier Asset Management offers programs to grow, protect, and conserve your wealth. As part of our wealth management service, our advisors can assist in analyzing your insurance situation to determine the best course of action.

Geier Asset Management provides insurance planning services throughout Howard County. Contact us today to schedule an insurance planning consultation.

Our Insurance Planning Services

At Geier Asset Management, we prioritize protecting both your assets and your loved ones. As financial planners, we know what it takes to be prepared for the future, no matter what it may bring your way. Our goal is to help you choose the right insurance products to achieve independence in the future.

To reach that goal, we begin with a thorough review of your complete financial situation to determine your need for insurance and, ultimately, the type and amount of coverage required. This includes looking at:

Once we have the right idea in mind of what you might need, we will work with you to choose insurance types that will fit. In the end, you have exceptional insurance products that work towards your specific financial goals.

Schedule a financial assessment with Geier Asset Management by calling (410) 824-1853 or contacting us online.

Types of Life Insurance

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:

Other Types of Policies

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 have been planning for our clients’ futures for the past 15 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.

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.

Why Choose a Financial Advisor to Help with Life Insurance Decisions?

Life insurance is not a simple purchase to make. Even though it seems easy at first, there are many considerations you must make to choose the right policy and ensure it is paid properly on the policyholder’s death. A financial advisor can look at this decision from all angles, ensuring your financial needs are well protected. At Geier Asset Management, we believe in guiding you through the selection process, so you can decide on a policy that is the ideal fit. Our knowledge and understanding of financial markets and needs ensure you get the right advice, so your life insurance choices fit your needs well.

Schedule a Consultation Today

Geier Asset Management is your tax planning, life insurance, financial planning, and investment management team. We are here to assist you with all of your financial planning needs, from setting up your retirement for the first time to ensuring your end-of-life financial planning is in proper order.

Schedule your consultation with Geier Asset Management today by calling (410) 824-1853.

Schedule Your Complimentary Consultation Today
It’s never too early to start planning. Reach out to one of our advisors today to get your future started.

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Who We are

Meet our dedicated and experienced team at Geier Asset Management. We handle tax planning, investment management, financial planning, and retirement plan services for clients nationwide.
Joseph N. Geier, CPA

President/Client Manager
Brian Woods

Vice President/Client Manager
Gregory Palacorolla, CFP®

Director, Wealth Management
Daniel Mules, CPA

Client Manager
Brendan Winkler, CPA

Portfolio Accountant
Deborah Kresslein

Portfolio Administrator
Julie Keller

Executive Assistant