Geer Financial Service

Geer Financial Services is a financial firm specializing in customized insurance-based asset strategies for ultra-high net worth individuals, families, and businesses. Founded on the principles of customization, collaboration, and comprehensiveness, Geer Financial Services has established a reputation for providing strategic financial solutions that cater to the unique needs of its clients. With a primary focus on life insurance, the firm is committed to reducing tax liability and maximizing the income and assets of its clients.

At Geer Financial Services, the team recognizes the power and value of life insurance as an asset and strives to secure the greatest benefits with the highest returns. The firm's team has extensive experience and knowledge in the financial industry, which has been instrumental in placing "hard-to-issue" cases at standard or better rates, and attaining offers that many other agents cannot.

Geer Financial Services boasts a strong network of industry relationships and partnerships with over 60 insurance companies, allowing the firm to shop the marketplace for the best financial solutions available. The firm's success is built on relationships, whether they be with industry associates, clients, or advisors, allowing the team to determine well-suited solutions for clients' financial goals.

Our Approach

Geer Financial Services takes a customized approach to financial planning, leveraging strong relationships with industry associates, clients, and advisors to secure the best packages, rates, and deals available. The firm's approach to financial solutions is anchored on the following principles:

• Understanding the unique financial goals and objectives of each client
• Providing tailored financial strategies that cater to each client's needs
• Working collaboratively with clients and advisors to ensure all parties fully comprehend every aspect of the firm's work
• Securing the best offers from industry partners, ensuring maximum benefits and returns
• Persistence in finding the solution that clients are looking for, providing answers that others cannot

Our Process

At Geer Financial Services, the team follows a tried and tested process in finding the perfect fit for any financial need. Whether clients are looking for the best way to bequeath and protect their assets, charitable giving strategies, or key person coverage, the firm has the financial vehicle to help clients achieve their objectives. The firm's process includes:

• Identifying financial strategies through relationships with industry associates and partnerships with clients and their advisors
• Securing some of the best packages, rates, and deals available through industry partnerships
• Collaborating closely with clients to determine a well-suited solution for their financial goals
• Shopping the marketplace for the best financial solutions available

Our History

Geer Financial Services was founded on the principles of customization, collaboration, and comprehensiveness. The firm's experience, knowledge, and strong relationships with carriers have allowed it to place hard-to-issue cases at standard or better rates and secure offers that many other agents cannot.

Based in Louisville, Kentucky, the firm's client base is both domestic and international in scope. Over the years, Geer Financial Services has established a strong reputation for providing the best financial solutions available to its clients.

International Planning and NFP Advantage

Geer Financial Services also specializes in international planning and NFP advantage. The firm's extensive experience in international planning has allowed it to cater to the unique needs of international clients, providing financial solutions that take into account the complexities of operating internationally. Meanwhile, the firm's NFP advantage enables it to provide financial solutions specifically tailored to the needs of non-profit organizations.

Services

At Geer Financial Services, the team provides a comprehensive range of financial services, including:

• Estate Planning: The firm provides customized estate planning solutions that cater to clients' unique needs and objectives, enabling them to protect and bequeath their assets in the manner they choose.
• ILIT Trusts: Geer Financial Services provides Irrevocable Life Insurance Trusts (ILIT) as a financial vehicle that allows clients to minimize estate taxes and maximize their assets, ensuring that their beneficiaries receive the full value of their estate.
• Charitable Planning: The firm provides a range of charitable planning solutions, enabling clients to make charitable gifts in the most tax-efficient way possible.
• Business Owner Planning: Geer Financial Services provides financial solutions tailored to the unique needs of business owners, enabling them to protect their businesses and maximize their income and assets.
• UHNW Personal Line: The firm provides financial solutions for ultra-high net worth individuals and families, including key person coverage, life insurance as an asset, and estate tax perspectives.
• Long-Term Care: The firm provides long-term care solutions that enable clients to receive the care they need when they need it, without depleting their assets.