Questions for George?


Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

Women Investors

Understanding The Challenges Women Investors Face And How We Help While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you […]

Business Planning

Getting Ready
You may need a couple of years to prepare your business for new leadership if you are not planning to continue as a leader

Corporate Retirement Plans

Leadership Training and Employee Education
Do you seek to continue the success of your business while fostering a professional culture that retains quality employees?

Education Planning

A child’s education is one of the most rewarding aspects of success and one of the most important elements in your plan

Estate, Charitable Giving & Trust

Make Your Mark
Most often the state will intervene, which can take a toll in taxes, time and additional emotional stress for loved ones

Financial Planning

Build A Foundation With Achievable Goals
Realistic goals provide the foundation for a solid financial plan. That is why it is important to codify your own.

Life & LTC Insurance

Our Approach
Our support is ongoing, and we are disciplined in the monitoring and oversight of our clients’ investment plans

Raymond James Investment Banking

Full-Service Expertise
With a personal approach and international access, we bring together strategic plans from industry renowned teams

Investment Solutions

A Methodical Approach
We employ a personalized process to build a customized, diversified portfolio that addresses your objectives

Longevity Planning

Will You Have Enough?
Giving yourself every opportunity to save enough for a long, fulfilling life requires careful, detailed longevity planning

Portfolio Management

A Personalized Portfolio
We are not putting forth just any investment strategy, but the strategy that is designed to best fit your life

Retirement Planning

Planning For Retirement
The goal should be to begin building up enough assets to provide adequate income to meet your needs throughout retirement