Georgeanne Aist, FRC®
Financial Planner
Georgeanne Aist, FRC ®: More people die on their way down from Mt. Everest than going up. Surprised? This is the same worry people have in retirement - will my assets last for my whole life.
I have been working for over 30 years helping people confidently navigate into a meaningful retirement. Estate goals and tax planning strategies are two hot buttons. We provide strategies to support clients and their families.
No two people have the same lifestyle or goals so every plan is custom designed. Business Continuation and Business Exit strategies along with special needs planning are unique specialties.
Helping you stay Aligned and Engaged in the ongoing planning process can lead to your pinnacle.
"I look forward to helping you handle life's challenges and celebrating your independence!" Contact details: (410) 703-6263 or Georgeanne.Aist@prudential.com