Hello and thank you for visiting my website,

You are here because you want to find an advisor that you’ll feel comfortable talking to. It isn’t just small talk; you will be talking about money. And when any of us talk about money, it’s very personal.

I will make every effort for you to feel comfortable talking to me. I don’t do that by telling jokes or slapping you on the back, I do it by asking you questions, questions that go well beyond how many dollars you have and in what kind of accounts.

One more important thing, I am a CPA with over 16 years experience. And if you decide to hire me then I’ll also do your personal income taxes every year at no additional cost to you. How many other financial advisors offer that service?

I will also be upfront with you about my expectations. I only take on new clients who are a good fit. What does a good fit mean?

Well if you have credit card debts I will tell you: “Pay them off and then call me back.” And if I feel you and I just don’t seem to see the world the same way, I’ll tell you that and suggest you find someone more compatible.

Now I don’t do this out of ego. I do it because I’m going to be spending a lot of time with you. I hope my clients stay with me for many years.

For the record I have been a financial advisor since 1992. Before I started my own company, I worked at Ernst & Young and Deloitte as a tax expert and financial advisor.

Let's talk. Send me an email at george@thefeeonlyplanner.com or pick up the phone and call me at 877.580.7819.