Your retirement partner
& guide to financial freedom
Empowering your financial journey, every step of the way.
Premier Wealth Management
We take care of your financial planning so that you can focus on your business, family, and enjoying your life.
Wealth Stewardship: Our philosophy seeks to preserve wealth while sustaining growth through a diversified investment management approach.
Are you on track?
Discover if you are on track for retirement, financial freedom, paying for your children’s educations, or other important financial goals.
With proper planning, we can help you reach your objectives.
Outsource to us.
We enable clients to lean on our extensive experience and outsource financial management to us, so that they can focus on what is most important and what they do best.
Become organized.
We assist you in aligning your financial resources with your objectives, providing a clear understanding of your current position and future goals.
We create simplicity.
Finances can often be disorganized, overly complex, and not aligned with your objectives. We streamline and simplify your financial management to ensure everything works in harmony.
Are you ready to simplify your life?
Our Services
Investment Management
Lean on our expertise as we manage your 401k, 403b, IRA, or other investments. We design portfolios tailored to your goals and risk tolerance.
Retirement & Income Plan
We help you to achieve your ideal retirement with strategies that ensure a stable income for life and are optimized for tax efficiency.
Asset Protection & Insurance
Protect your loved ones and assets against risks such as litigation, long term care, loss of life, or disability, ensuring your plans remain secure.
Goal Planning
Develop a concrete plan to pursue what matters most to you, minimizing the chance of leaving your ambitions and life's work to uncertainty.
Estate Planning
Efficiently and effectively transfer your assets according to your wishes, ensuring a smooth and convenient process for your beneficiaries.
Tax Strategies
Don’t pay more in taxes than you have to. Strategize to manage your tax burden now, through retirement, and even end-of-life.
Cash Flow Planning
Optimize the use of your cash flow to turn your financial aspirations into reality, ensuring every dollar is effectively deployed towards achieving your objectives.
Debt Management
Overcome the burden of debt with a systematic strategy that provides relief and sets the stage for your financial future.
Our Approach
Roadmap
Step 1
We start by listening to understand what matters most to you, your specific objectives, and the planning you've already undertaken.
Development
Step 2
We gather all your data and apply our analytical strategies to derive insights. Based on these insights, we develop recommendations designed to directly align your efforts and resources with your objectives.
Education
Step 3
Next, we present our recommendations to you in a clear, concise, and actionable format. Our aim is to educate you, enabling you to make well-informed financial decisions
Implementation
Step 4
Finally, we simplify the implementation of your chosen strategies, offering you the option to delegate and outsource these tasks to us, whether on a recurring or a one-time basis.
In-Person & Remote Options
Get accessible and personalized financial guidance in-person or from the comfort of your home.
Offices located at 1781 Arona Road, Suite 3b, Irwin, PA 15642
Let’s work together!
Jack George is an independent CFP® professional with experience in guiding clients from the accumulation phase through retirement.