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.
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.
Services
At Geer Financial Services, LLC, we identify financial strategies through our relationships with industry associates, as well as our partnerships with our clients and their advisors. Our relationships with industry professionals across the country allow us to secure some of the best packages, rates, and deals.
We work with affluent families with portfolios of at least $25 million to over $1 billion in assets, for which our expertise, experience and industry connections are ideally suited. We focus on life insurance while others concentrate on securities, annuities, and the like. We take an objective look at your situation and objectives, then identify and employ the ideal products and plan design to achieve maximum performance.
Geer Financial Services, LLC began in 1982 with a regional presence, but Jonathon Geer had visions of offering his knowledge and experience to high net worth individuals across the country. In just a few short years, Mr. Geer's successes, bolstered by a windstorm of positive word of mouth from his clients, led to a national reach and hundreds of millions in coverage placed.
Our Insurance Specialists work closely with you and the rest of your team - attorneys, accountants, advisors and others - to ensure your clients find the appropriate strategy for their unique financial goals. From securing hard-to-place insurance policies for clients up to 86 years old to creatively sheltering assets from taxation, you can trust our team to always ascertain and recommend a suitable solution.
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. Geer Financial Services has access to financial and management data for over 400 life insurance companies.
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