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George Financial Advisors

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George Financial Advisors

Mission statement:

Our overriding mission is to enable you to Live Well. We help you achieve this through a collaborative financial planning process in which the first task is to fully understand what Living Well means to you. Achieving your unique goals is the bullseye towards which your financial and investment plans are targeted.

Overview:

George Financial Advisors is a California Registered Investment Adviser. We provide independent, fee-only financial planning, investment advice and investment management. We provide our planning and advice services on an hourly basis with no minimum requirements. This allows you to affordably address just those issues that are on your mind, with no further commitment required. Whether you have one or two issues, need a comprehensive financial plan or need help implementing a financial or investment plan, we will provide you professional expertise, customized to your personal situation.

A few of the top issues that we address are:

   * Retirement Planning
   * Investment Analysis
   * Investment Management
   * College Funding
   * Living on a Fixed Income
   * Insurance Needs Analysis
   * Debt Management

We understand how important your money is to you. We will patiently work with you to understand your situation. We will always be objective and never judge you so you can feel comfortable providing us the detailed information we need to do our best work for you.

We believe that every person is unique and that their unique wants, needs and experiences demand an individual, personalized approach to get the best results. Our advice will always be based on your particular situation which we have meticulously come to learn from meeting with you and analyzing the information you provide.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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