Our Services
Every Client Situation is Unique
01
Just Getting Started
For those individuals looking to start saving for retirement. Which vehicle is right for you? We're here to discuss the various types of accounts and determine which is the best fit for you. Once we make a decision, we will help create the account and monitor it throughout your working years. We don't believe in account minimums at Nicolas George Financial, every client receives our full support.
02
Approaching Retirement
This is a critical point in your financial life. It is our job to evaluate your net worth in relation to investable assets and begin creating an income distribution plan for retirement. We utilize advanced planning software to estimate Social Security payments, pension income as well as 401(k)/IRA distributions throughout your retirement years. This often will create a sense of security for clients and allow them to actually see forecasted income in retirement.
03
Retirement
If you are someone that is already retired, we are here to help. Allow us to evaluate your portfolios and provide a second opinion on your current income distribution plan.
Estate planning is also crucial at this phase in your life if your current advisor has yet to discuss it with you. Make sure all of your legal documents are in order and you have a plan for the surviving spouse.
We help design tax efficient wealth transfer for those looking to leave a legacy for their loved ones as well.
