Brent George

CFP®, ChFC®, AWMA®

Many people go through their lives making financial planning decisions that are relatively uncoordinated. This results in frustration and inability to visualize their overall financial plan. We work with, for and on the behalf of our clients in collaboration with other financial professionals like attorneys and CPAs. Our clients are best served by an efficient team of professionals working together.

I draw upon 20 years of financial planning experience, plus, my prior medical, military and aviation experiences to help you simplify your processes and truly see your finances from an altitude of 30,000 feet. Then, help you make the changes to get on course for the goals that YOU want to accomplish.

Personal

  • Former Air Force ANG Pilot and Officer
  • 20+ Years Experience: Financial Planner
  • Married (Kelly)
  • 2 Children (Hannah, Caroline)
  • Hobbies: Golf, cooking, wine tasting
  • Supported Charities: Purple Feet, Hospice of Central PA

Qualifications

  • AWMA®, Accredited Wealth Management Advisor
  • CFP®, Certified Financial Planner®
  • ChFC®, American College
  • FINRA Series 7 Registration
  • FINRA Series 65 Registration
  • Investment Advisor Rep.—MML Investors Services, LLC
  • Registered Representative—MML Investors Services, LLC,
  • BS in Biology—Elizabethtown College,
  • MDRT, Court of the Table
  • Member: Financial Planning Association
  • Member: Harrisburg Estate Planning Council
  • Member: National Assoc. of Insurance & Financial Advisors

Professional Specialties

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Wealth Management Strategies
  • Retirement Plan Design and Implementation
  • Financial Planning Services
  • Investment Strategies
  • Long Term Care Insurance
  • Life Insurance
  • Disability Income Restoration Strategies
  • Charitable Giving
  • Business Succession Plans
  • Executive Compensation and Reward Design
  • Employee Benefits Design and Management
  • Supplemental Benefits
  • Risk Management Strategies
Phone 717-791-3300
Fax 717-766-3563