4969 US Highway 42 • Suite 2100 • Louisville, KY 40222
502-895-6644
502-897-9080
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Geer Financial Services

Welcomes Our New Partner
Jason K. Geer
2721725

London, New York, Athens,

Toronto, Montreal, San Francisco, Chicago

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Financial Strategies

That Serve Our Clients

Long into the future
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Strategic Estate Planning,

Charitable Planning
& Business Owner Planning.
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The Experience & Resources

to Find the Perfect Fit

for Any Financial Need

Insurance-based Asset Strategies

from Geer Financial Services, LLC.

We are an ultra-high net worth life insurance boutique. We understand the power and value of life insurance as an asset, and it is our goal to secure the greatest benefits with the highest returns. While based in Louisville KY, our client base is both domestic and international in scope.

We specialize in customized, insurance-based asset strategies for portfolios of $25 million to over $1 billion. It’s always our goal to help reduce tax liability and maximize the income and assets of our clients. Our industry partnerships allow us to shop the marketplace for some of the best financial solutions available.

Meeting our clients’ every objective with strategies that serve them long into the future—that’s our number one objective at Geer Financial Services, LLC.

CASE STUDIES

See for yourself just how Geer Financial Services has helped our clients with even the most complicated financial matters achieve their goals.

OUR PROCESS

A transparent, collaborative process, that leverages our expertise, experience and connections in order to make the best decisions for your financial needs.

OUR APPROACH

A singular focus on creative, objective and active solutions that ensure the best performance for your financial objectives, no matter what they are.