We accomplish this through
Values Based Financial Planning
Through a custom financial plan, we will guide you in achieving your financial goals for the reasons that are important to you. Our planning encompasses everything from retirement planning, 401k rollovers, risk management, to estate planning...
Allow us manage your investments. We make it easy to delegate your investments to us, so you feel peace of mind in knowing you have a professional working for you, while you are free to focus on other important things.
We are different than other financial advisors
FiduciaryFee based planning and investment management services allow us to act in our clients' best interest
Certified Financial Planner™Our advisors are CFP® Professionals who have met rigorous testing, ethical, and experience requirements
IndependentWe are not limited to proprietary products and have access to a nearly unlimited menu of investments and services
ComprehensiveOur breadth of services includes retirement planning, risk management, estate planning, etc... We are here to help you with your financial planning needs.
Client-service DrivenWe take pride in serving our clients like they were members of our family
Based in Irwin, PA and Serving Clients Across the Nation
Jack M. George, CFP®, CLTC, CMP™
Hi! I'm Jack, owner of Pennsylvania Financial Consultants. I'm a CFP® professional with extensive knowledge in protecting your assets, planning for long term care, and planning around Medicaid. I have a bachelor's degree in accounting and experience in family businesses that I leverage to help clients and businesses achieve their financial goals.
I specialize in working with delegators—those who value expertise and their own time. When clients hire me they elect to delegate the financial aspects of their lives. This allows them more time and energy to focus on their passions, what is important to them, and what they are best at.
It is my mission to provide life changing financial services to clients so that they can achieve their goals for the reasons that are uniquely important to them, all while allowing them to focus on living their lives.