We believe there is more opportunity to serve our clients by helping them avoid the losses.

We have the best job in the world!  For over 20 years, George Financial has helped many individuals and their families be more efficient with their money.  We focus on helping you find areas where you could be transferring dollars away unknowingly and unnecessarily and redirect these dollars back into your future.

There are two ways to help you financially…

Click the button to learn more…


The Personal Economic Model®… What is it?


The Personal Economic Model® is a cash flow diagram that we use to help communicate how money works and how money flows.  Throughout your financial life, you will make many important financial decisions.  Money works best when in balance, but it can be difficult to find and maintain this balance.

This diagram shows the natural flow of money from the time it enters your hands to the point it is consumed and gone forever. Click the button to learn more…


Three Types of Money


Your circle of wealth consists of three types of money: accumulated money, lifestyle money, and transferred money. Imagine this circle represents all the money you will ever have. Your circle is bigger than some, and others are bigger than yours. But there is one thing we all have in common when it comes to our circle of wealth and that is—we want it to grow. Click the button to learn more…


Retirement Are You Ready?


Do You Know the Answers to
The 4 Most Important Financial Questions?

If you are serious about your financial future you should know the ANSWERS to these four questions…

  1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?

  2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last until life expectancy?

  3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle until life expectancy?

  4. If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?


Five Major Areas of Wealth Transfer…


Where you are potentially losing money unknowingly and unnecessarily:

1. How you pay for your house, click here to learn more

2. Taxes, click here to learn more

3. How you fund your retirement accounts, click here to learn more

4. How you pay for your children’s education costs, click here to learn more…  

5. How you pay for major purchases like cars, weddings, vacations, etc., click here to learn more