George Robertson, CFP, CRPS, AIF

George can design a qualified retirement plan tailored to the needs of your business.


George Robertson offers a full range of business services, including:

  • 401(k)/ 403(b) Plan Design & Implementation
  • Mutual Funds
  • SIMPLE and SEP plans
  • Non-qualified Plans
  • Money Purchase Pensions
  • Group Disability/ Group Life
  • Business Overhead and Key Man Insurance
  • Educational Seminars

George also offers personal financial planning services for individuals, including: Portfolio evaluation & monitoring your advisory account, rebalancing, asset allocation, and retirement and estate planning.

For further information on the services and products George provides, call or e-mail him today.