Melissa L George & Associates
Melissa L George & Associates, LLC is an Investment Advisory and Financial Planning firm based in Atlanta, Georgia. Our mission is to provide our clients with retirement income plans that ensure their financial security, reduce exposure to market risk and taxes, take into account higher healthcare costs and facilitate wealth transfer.
Our team of experienced advisors have a proven track record in delivering results and are committed to helping people retire with confidence. We offer a range of services such as designing and implementing retirement income plans, managing market risk and taxes, and providing advice on wealth transfer.
Related Merchants
Retirement Income Planning
We specialize in helping people who are either approaching or already retired to create and manage a financial plan that will secure their future. Our services focus on long-term investments, crafting a retirement income plan, as well as estate planning.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Hughes Retirement & Financial Strategies
At Hughes Retirement & Financial Strategies, we are dedicated to helping people achieve their financial goals. Our experienced advisors focus on providing a range of services including investment planning, tax planning, and retirement income planning. We also specialize in Social Security benefit optimization. Our team is proud to serve the communities of Schaumburg, Roselle, Bartlett, Itasca, Arlington Heights, Rolling Meadows, Hoffman Estates, Streamwood, Palatine, Elk Grove Village, and Medinah. Our financial advisors have the expertise and knowledge to help you invest and plan for your future. With years of experience, our team can provide guidance on how to maximize your Social Security benefits, as well as assist with tax planning, retirement income planning and more. Our goal is to help you reach your financial objectives and give you peace of mind.
Cornerstone Financial Partners
As an independent financial services agent at Cornerstone Financial Partners, I'm committed to helping families safeguard their assets and their loved ones. My expertise lies in making life insurance, disability insurance and annuities understandable and implementable, so that clients can make the best decisions for their unique situation. I offer a wide range of options, from permanent life insurance (whole life, index universal life, universal life) and term insurance, to disability insurance and fixed index annuities. Additionally, I'm able to provide social security planning, retirement income planning and strategies. At Cornerstone Financial Partners, I'm dedicated to providing the highest level of service to my clients. My independent status allows me to search through various insurance carriers to find the best fit for any given situation. I strive to make sure that my clients are informed and educated on the products and services they are receiving, so that they can make the best decisions for their financial needs.
Covenant Wealth Advisors
Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.
Pelleton Capital Managment
For years, we have suggested to clients that their life, especially the financial life, is like one giant jigsaw puzzle.There are a lot of pieces that need to fit together to complete the puzzle. We ask them, "What it the most important piece of a jigsaw puzzle?" Someone might say, "the corners," Someone else might guess, "the edges." It could be the "the first piece," or "the last." It could even be "the one that fell on the floor." All good answers but not the right one. From what we've learned in our 30+ years in this business, the single most important piece of any jigsaw puzzle is the box top. Without that, how do you know what the puzzle is supposed to look like? At Pelleton Capital Management, we see our role in the investment and financial planning process as being your box top. We help create the overall image, the solution, so that the pieces in your financial puzzle fit nicely together, providing the outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care) , Social Security Planning, College Planning
Cris Financial
Cris Financial (Cinco Ranch Insurance Services) is a full-service, independent financial firm that helps people reach their economic goals. We provide a broad range of products and services to pre-retirees and retirees as well as business owners, and are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on safe investment alternatives with minimal risk. We prioritize protecting clients' principal, keeping them shielded from market downturns. We also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and sound guidance in order to take advantage of any financial opportunities available.