Melissa L. George

Financial Planner 

Company:   Melissa L. George & Associates
Title:           Managing Director
Website:     www.MelissaLGeorge.com
Phone:        678-325-0100

A Message from Melissa!

Greetings!

I’m Melissa George, your WAB Financial Planner. I’ve been serving individuals and small to medium sized businesses in Metro Atlanta and several other states since 1997. My specialties include executive compensation planning, tax-free retirement strategies and estate planning.

I’m looking forward to helping you and your business accumulate, protect and transfer wealth over time. As a small business owner myself, I am very familiar with the unique challenges we all face. Here are some of the questions you may be asking yourself:

• Do I have the right organization structure?
• If you are a partnership, do you have a ‘funded’ partnership or buy-sell agreement?
• If something happens to me, what happens to my business and/or my family?
• How do I replace benefits I use to receive when working for a larger company?
• I have employees. I want to provide health insurance, but can I afford it?
• What are my options for my old 401(k)?
• My company is finally making some money, but how do I put ‘more’ away for my retirement than I do for my employees?
• I took a big hit in 2009-2010 with my retirement account and I don’t have as much time to put away money for retirement. How do I prevent future losses?

We’ll be able to discuss these questions and many more. Here at WAB, you'll be able to connect with me in a number of ways including:

1. Requesting a complimentary consultation (Click here to request now!)
2. Financial teleclasses and special event
3. Read my financial blog posts
4. Connect with me in the community
5. Hear me on Successful Woman Radio

I’m excited about meeting each of you and this journey we’ll be taking together. Until then…

Plan Deliberately, Spend Wisely, Live Abundantly!

Melissa L. George