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 PLANNING Insurance & Investment Review Retirement Income Allocation Active Portfolio Management Pension Maximization Tax-Free Retirement Alternative Investments WEALTH TRANSFER Advanced Tax Planning Estate Conservation Trust Funding Structured Settlements Special Needs Planning BUSINESS PLANNING Business Continuation Buy/Sell Funding Executive Compensation Key-Man Coverage Employee Benefits Cost Containment ENROLLMENT SOLUTIONS Benefits Communication & Education End-to-end enrollment solutions