Insurance Planning in Maryland
Protecting What Matters
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. We’ll conduct a thorough review of your complete financial situation to determine your need for insurance and ultimately the type and amount of coverage required.
- Age
- Income
- Spousal income level
- Debt
- Children’s college expense expectations
- And more
Types of Insurance
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:
- Term life insurance
- Whole life insurance
- Variable life insurance
- Second to die policy
In addition to these life insurance policy options, you can further protect yourself or your Maryland business with:
- Disability insurance
- Long-term care insurance
- Key man insurance
As our valued client, our goal is to help you protect what matters.
Working With Geier as Your Financial Planning Advisor
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.
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.