THE EXPERIENCE & CONNECTIONS FOR ANY FINANCIAL NEED

Whether you’re looking for the best way to bequeath and protect your assets, charitable giving strategies, or key person coverage we have the financial vehicle to help you achieve it. We’ve worked with clients of all kinds and of all ages who have a wide-range of objectives.

REVIEW

Geer Financial Services has access to financial and management data for over 400 life insurance companies. This allows us to make the product decisions that suit you and your objectives, based on comparisons with the latest and most relevant information available.

UNDERWRITING

We have the knowledge and resources to manage all kinds of cases, whether they’re simple and straightforward or large and hard-to-place. We evaluate each case individually, based on unique situations and conditions. Because we’re not tied to a single carrier, we can shop the market, to find solutions for our clients’ goals.

ANALYST

Our expert on staff product analyst regularly reviews new and in-force coverage to determine the appropriate plans for our clients, keeping us at the forefront of the industry. We stay informed and educated, to ensure we offer a wide range of products to our clients.

EXPLORE OUR SERVICES

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ESTATE PLANNING

Geer Financial Services works closely with your advisors, ensuring everything proceeds as planned while allowing your family to focus on other important needs.

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ILT TRUSTS

If your clients want to remove assets from their estates, or provide survivor income or liquidity for their estates, an ILIT may be an excellent solution.

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CHARITABLE PLANNING

We have the knowledge and relationships to find the options that work best for you and seamlessly integrate them into your overall financial goals.

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BUSINESS OWNER PLANNING

Whatever you need – transfer ownership plans, life insurance for key employees, or any other financial strategy – we can help make certain you move forward no matter what.

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UNHW PERSONAL LINE

Whether you built a custom estate, rent an apartment or villa, have multiple properties and homes, or all the above, our personal insurance specialists can help.

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LONG-TERM CARE

Whether you’re looking for the best way to bequeath and protect your assets, charitable giving strategies, or key person coverage we have the financial vehicle to help you achieve it.

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If you’d like to learn more about how the team at Geer Financial Services can help with your financial needs, EMAIL US today or call (502) 895-6644.