Individual IRA And Non IRA Accounts

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”

— Pablo Picasso

Take Control Of Your Financial Future

1 On 1 Education And Financial Planning

Here at George Financial you get full access to our team. We will sit down and educate you on the different plans available to best serve you. We will review your current plans if you have them and show you what benefits we will be able to offer.
Fiduciary Standard

We are governed by the Investment Advisers Act of 1940 (also called the “Advisers Act”), which holds us to a fiduciary standard. We have a duty of care and a duty of loyalty to our clients. This is a higher standard than the “suitability” standard that brokers are held to.
Tax Saving IRA Accounts

A Roth IRA is a type of individual retirement account that allows you to contribute after-tax dollars to the account, meaning that you don't get a tax deduction for the contributions you make. However, the money you contribute grows tax-free, and when you withdraw it in retirement, you won't have to pay taxes on the earnings.
Custody With Charles Schwab

Charles Schwab is our main custodian for client investment accounts. We chose Schwab because of their user-friendly account access, and the institutional research that is made available to advisers.

We work with EVERYONE! There is no investment minimum to work with us. We are here for you no matter where you are in your financial journey.