At Melissa L. George and Associates, we specialize in the ever-changing needs of those seeking to reach new financial thresholds. Our classic services focus on the needs of individuals, families and small to medium-sized businesses and public sector entities.

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.

RETIREMENT PLANNING
Comprehensive Financial Analysis
Cash Flow, Net Worth and Debt Analysis
Insurance & Investment Analysis/Placement
Pension/Income Maximization
Tax/Estate Planning
TAX-FREE RETIREMENT
 

ESTATE CONSERVATION
Wealth Transfer Design
Trust Funding
Settlement Structure & Management
Special Needs Planning

PENSION CONSULTING
Independent Investment Analysis 
Alternative Investment Solutions

BENEFITS CONSULTING
*Authorized Federal Employee Benefits Counselor
Benefit Plan Design & Proven Cost Containment Strategies (Public & Private Sector) 
Communication, Education, Enrollment

PRODUCTS & SERVICES
Insurance and Investment Consulting
Competitive Products
Lunch & Learn Workshops
Seminars
Notary Public
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