Business Details
Your Trusted Partner for Financial Adviser Solutions
Geer Financial Services is built on a foundation of relationships, strategic expertise, and a commitment to delivering tailored financial solutions. Our approach centers on understanding the unique objectives of ultra-high-net-worth individuals, families, and business owners, enabling us to design insurance-based asset strategies that maximize wealth preservation and minimize tax liabilities. With a national and international client base, we leverage extensive industry partnerships to secure competitive financial products and customized plans. Our team prioritizes collaboration, working closely with clients and their advisors to ensure long-term financial security. Headquartered in Louisville, Kentucky, we combine local insight with global reach to address complex financial needs.Our specialization in estate planning, charitable giving, and business succession planning reflects decades of experience in navigating high-net-worth financial landscapes. We are recognized for our dedication to transparency, ethical practices, and client-centric service, ensuring every strategy aligns with individual goals. Our industry thought leadership is demonstrated through educational resources on life insurance as an asset, estate tax planning, and key person coverage. By maintaining a boutique focus, we guarantee personalized attention to every client relationship. This philosophy has allowed us to establish a reputation for excellence in financial advisory services.
Services
Estate Planning
ILIT Trusts
Charitable Planning
Business Owner Planning
Long-Term Care
Asset Protection
Tax Reduction Strategies
Key Person Coverage
Wealth Preservation
International Planning
Highlights and features
- We specialize in insurance-based asset strategies for portfolios $25M+
- Our team maintains industry partnerships to secure competitive financial solutions
- We offer international planning capabilities alongside local Louisville expertise
- Our boutique approach ensures personalized attention to complex financial needs
- We combine estate planning with charitable giving and business succession expertise
Services
Estate Planning
Our estate planning services create structured wealth transfer strategies using life insurance and trusts. We help clients protect assets, minimize estate taxes, and ensure smooth intergenerational wealth transitions. This service caters to high-net-worth individuals seeking to preserve family legacies while maintaining liquidity for beneficiaries.
ILIT Trusts
We design Irrevocable Life Insurance Trusts (ILITs) to remove insurance proceeds from taxable estates. This service provides liquidity for estate taxes while preserving asset value for beneficiaries. Our expertise ensures proper trust structure and compliance with evolving tax regulations for optimal asset protection.
Charitable Planning
Our charitable planning solutions integrate tax-efficient giving with wealth management. We help clients establish donor-advised funds, charitable remainder trusts, and other vehicles that align philanthropic goals with financial objectives while maximizing tax deductions.
Business Owner Planning
We develop comprehensive succession strategies for business owners, including key person insurance and buy-sell agreements. This service ensures business continuity during ownership transitions while protecting company value and stakeholder interests through structured financial solutions.
Long-Term Care
Our long-term care planning combines insurance products with asset protection strategies. We help clients prepare for future care needs while safeguarding wealth against potential healthcare costs, providing financial security and peace of mind for extended care requirements.
People
Jonathon A. Geer
Founder
Jonathon established Geer Financial Services with a vision for personalized wealth management. His expertise in high-net-worth financial planning spans three decades, focusing on innovative insurance-based asset strategies and estate tax mitigation.
Jason K. Geer
Partner
Jason brings specialized knowledge in international planning and cross-border wealth management. With 20+ years of experience, he develops sophisticated strategies for global asset protection and tax-efficient wealth transfer solutions.
Cheryl Henson
Senior Advisor
Cheryl specializes in charitable planning and legacy giving strategies. Her 25-year career includes designing complex philanthropic structures that align client values with optimal tax benefits and estate planning outcomes.
Ann Brumleve
Wealth Strategist
Ann focuses on long-term care planning and asset protection strategies. With extensive experience in risk management, she helps clients safeguard wealth against healthcare costs while maintaining financial security for future generations.
Questions
What services does Geer Financial Services specialize in?
We specialize in estate planning, ILIT trusts, charitable giving strategies, business succession planning, and long-term care solutions for ultra-high-net-worth clients.
Do you work with international clients?
Yes, while based in Louisville, KY, we serve clients globally with cross-border financial planning expertise and international tax considerations.
What makes your approach different from other financial advisors?
Our boutique focus on insurance-based asset strategies for portfolios $25M+ allows specialized expertise in tax-efficient wealth preservation and customized planning.
How do you handle complex estate tax situations?
We employ advanced planning techniques including irrevocable trusts, charitable remainder trusts, and strategic gifting programs tailored to individual client circumstances.
Can you help with business owner succession planning?
Yes, we create comprehensive succession strategies including buy-sell agreements, key person insurance, and ownership transition frameworks for business continuity.
What areas do you serve?
We operate nationally across the US and internationally, with particular expertise in serving clients from Louisville, KY and global financial centers.
