Financial planning is an on-going approach that reflects your goals and builds a plan that helps you achieve the milestones. It is a methodical discipline to build, protect, spend, and distribute assets as your life grows. At Melissa L. George and Associates, we specialize in the ever-changing needs of those seeking to reach new financial thresholds.

Initial Consultations are FREE. Afterwards, most clients retain our services with an initial deposit and a monthly retainer. Retainer clients also receive the following ongoing benefits:

  • Liberal access via phone calls, emails and/or face-to-face meetings
  • Advisor attendance at collaborative meetings with other advisors i.e. CPA, Attorney, HR/Retirement Specialists...
  • Complimentary attendance to all MLGA workshops, tele-seminars, business after-hours and Client appreciation events.
  • A FREE Generational Vault

 

 

is a virtual “safety deposit box” to store important documents providing you immediate access to detailed financial information. With the generational vault, you can:

  • store confidential financial documents like insurance policies, appraisals, legal documents and more. 
  • see snapshots of financial assets and expenses and view your full financial position.
  • use internet-based tools offering a comprehensive view of your complete financial picture.
  • store electronic copies of photos and other memorabilia.
  • view a client corner featuring monthly newsletters, market commentary and meeting alerts.

Generational Vault is available 24/7 and all data is secured with an SSL Certificate that uses a 2048-bit public encryption key, one of the strongest available, and adheres to compliance and regulatory requirements. Access Generational Vault HERE

CLASSIC SERVICES:
  • Budgeting & Debt Reduction
  • Insurance & Risk Management Assessment
  • Alternative/Short-Term Investment Solutions
  • Platinum Services* for Concierge Level Clients
RETIREMENT PLANNING
  • Cash Flow, Net Worth and Debt Analysis
  • Insurance & Investment Analysis/Placement
  • Retirement Income & Pension Maximization
  • TAX-FREE RETIREMENT

ESTATE CONSERVATION

  • Wealth Transfer Design
  • Trust Funding
  • Settlement Structure & Management
  • Special Needs Planning
CORPORATE & PUBLIC SECTOR:
  • Benefits, Plan Design & Cost Containment Strategies
  • Benefits Communication & Enrollment Solutions
  • Executive Compensation, Buy/Sell Funding, Key-Man Coverage
  • Custom Solutions & Top-Rated Products
*Platinum Services include meetings at the clients locations of choice (out of state included), bill pay services with monthly reporting, etc. Available to individuals and business owners.
 
 
Schedule a free phone appointment
Click to Schedule an Appointment