Brent R. Georgeemail
uFinancial Group
Mechanicsburg, PA 17050
Professional Story
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.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
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.
Let's create YOUR financial flight plan.
Education
AWMA®, Accredited Wealth Management Advisor, CFP®, Certified Financial Planner®, ChFC®, American College, BS in Biology from Elizabethtow College,
Hobbies
Golfing, Cooking, Wine Tasting
Affiliations & Memberships
MDRT, Court of the Table, Member of the Financial Planning Association, Member of the Harrisburg Estate Planning Council, Member of the National Assoc. of Insurance & Financial Advisors
Languages: English
Credentials: ChFC®, AWMA®, AIF®, CFP®
Specialties:Charitable Giving, Estate Planning, Business Succession Planning, Financial Education, Group Benefits, Retirement Strategies, Retirement Income Planning, Investment Strategies, Insurance Strategies, Financial Planning, Business Owners, College Funding Strategies, Risk Management Strategies
Check the background of this investment professional on FINRA's BrokerCheck