Melissa L George and Associates, LLC

Financial ServicesGeorgia, United States2-10 Employees

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. At Melissa L. George and Associates, we specialize in the ever-changing needs of those seeking to reach new financial thresholds by specializing in in Tactical Asset Management, Retirement Income Maximization and Wealth Transfer.

RETIREMENT PLANNING
Insurance & Investment Review 
Retirement Income Allocation 
Active Portfolio Management
Pension Maximization
Tax-Free Retirement
Alternative Investments

WEALTH TRANSFER
Advanced Tax Planning
Estate Conservation
Trust Funding
Structured Settlements
Special Needs Planning

BUSINESS PLANNING
Business Continuation
Buy/Sell Funding
Executive Compensation
Key-Man Coverage
Employee Benefits 
Cost Containment

ENROLLMENT SOLUTIONS
Benefits Communication & Education
End-to-end enrollment solutions

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