After more than three decades servicing ultra high net worth clients both domestically and internationally, Geer Financial Services, LLC is proud to welcome our new partner and principal, Jason K. Geer.
A 2014 study by the RAND Corporation estimated the cost of informal caregiving in the US at $522 billion: “Across America, people spend an estimated 30 billion hours every year providing care to elderly relatives and friends.
The July 20, 2017 Wall Street Journal article, “Happy 100th Birthday! There Goes Your Life Insurance,†points out a major hidden flaw in older life insurance contracts: the risk of living too long.