Jack M. George,

CFP®, CLTC, CMP™

Hi! I'm Jack, owner of Pennsylvania Financial Consultants. I have designed my firm from the ground up to deliver what I strive to be the ultimate client experience. 

We are process driven– and continue to refine, learn, and adapt our practices to best service our clients. We pride ourselves on being both proactive and responsive. 

Before clients even meet with me for the first time, it is my goal to deliver value. This client-centric approach is the heart around what we do.

Simply put, we provide clients with creative, important, and often life changing financial planning and consulting services. 

There is never an obligation to purchase a product or investment. Our fiduciary advice is always in your best interest– and we can help you implement this advice if desired.

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 doing what they are best at.

Investment Management

Smart investing doesn't have to be complicated. Have confidence in your strategy, knowing we tailor your portfolio to your unique needs within you desired level of risk.

Financial Planning

Customized financial plans that we deliver for a flat fee to our clients. We provide straight forward, independent advice, and can help you implement the plan if desired.

Retirement Planning

Where will your retirement money come from? Will you have enough? We can help you retire and prepare for retirement with confidence.

Estate Planning*

We work with your attorney and help guide you in having a plan to ensure your assets pass in the most efficient and cost effective manner.

Tax Planning*

We work with your CPA to provide creative tax planning to help save you time and money.

Risk Management

We will help you plan for life's unexpected events to ensure your finances and goals are protected.