I have to say that when I first went on the hunt for a financial planner I was a bit skeptical on what to expect. It was refreshing though to find George. He was upfront and honest about my portfolio and took the time to gauge my level of risk that I wanted and what kind of returns I would need to reach my goals. He looked at my whole financial picture and madeï¾ observations that I didn't even think about like long term care and estate planning. He helped me build a strategy that maximized not only my gains but my tax savings along the way and protected my family if something were to happen to me. The things that really stood out to me about George was that if I asked a question that fell outside of his area of expertise he promised to get back to me with an answer or refer me to a professional who could answer those questions and then he did so. The other thing that stood out to me about George he doesn't hide his fees heï¾ is upfront about the costs of each investment we make and explains to me how the fees work and provides the value that each investment makes and lets me decide which route to take. I enjoy working with George and would suggest him to anyone looking to partner with an investment professional whoï¾ is fair honest and genuinely cares about clients reaching theirï¾ goals.ï¾
more