Financial Services - East Point, GA, US
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 PLANNINGInsurance & Investment Review Retirement Income Allocation Active Portfolio ManagementPension MaximizationTax-Free RetirementAlternative InvestmentsWEALTH TRANSFERAdvanced Tax PlanningEstate ConservationTrust FundingStructured SettlementsSpecial Needs PlanningBUSINESS PLANNINGBusiness ContinuationBuy/Sell FundingExecutive CompensationKey-Man CoverageEmployee Benefits Cost ContainmentENROLLMENT SOLUTIONSBenefits Communication & EducationEnd-to-end enrollment solutions
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