Individual Planning

Wealth Management 
St. George Financial Partners has strategies to help protect and grow your assets in a wide range of market conditions. Our purpose is to create financial solutions that can benefit you and your family, according to your individual goals and aspirations.

Investments
St. George Financial Partners develops a customized investment plan to fit each individual client’s needs and objectives. Once investments are chosen and expectations are established, the performance of the investments will be determined by comparing the actual realized returns against the expected returns. We then review the performance of your investments and re-evaluate your objectives and investments on a regular basis to make certain there is a good fit and you are on track to meet your personal financial goals.

Insurance
St. George Financial Partners will analyze your financial arrangement, determine potential risk factors and provide creative insurance solutions to help minimize exposure to you and your family. Our life insurance, disability income insurance and long term care insurance portfolios are specifically designed to offer our clients the solutions they need to protect their loved ones in the case of death or disability.

Estate Planning
In designing an appropriate estate plan, we coordinate with your attorney and accountant to help ensure your estate plan works within current law but with flexibility to anticipate change, determine asset ownership and determine appropriateness of family partnership or other structures.

Retirement Planning
We provide strategies designed to protect assets, minimize risk and increase and stabilize your monthly retirement income. We will review for adequate insurance protection (property, auto, health, long term care, liability), provide financial estate planning review and recommendations (trusts, asset division, IRA distribution tactics), income tax reduction, and long-term health insurance protection.