Wealth Accumulation for Young Professionals
How do you know if you’re saving enough and if you’ve invested wisely? Scotts Valley Financial Advisor Ted George will guide you through the required steps to help you create a diversified portfolio to build wealth over time.
Retirement Planning for People Who Want to Maintain their Lifestyle
We’ll help you to clarify your life goals and create a plan to achieve them. Then implement and regularly update it to adjust for changes in your goals or situation. Rely on Ted George, Scotts Valley Financial Planner to help you to be Prepared and Live Well.
Retirement Income for Retirees
Turn your savings into retirement income that lasts. You can count on us to help you build the best portfolio for your unique circumstances so you can relax and enjoy your leisure. Just ask Ted George, Scotts Valley Financial Advisor how to be Prepared and Live Well.
Wealth Management for Busy, High Net Worth Individuals
If you don’t have the time or inclination, we’ll manage and securely grow your wealth to assure your life vision, freeing up your time for the activities most important to you. Talk with Scotts Valley Financial Advisor Ted George to learn more.
Featured Posts
Ted George, Scotts Valley Financial Advisor, Quoted
When Kiplinger’s Retirement Report reporter, Rachel L. Sheedy went looking for a financial expert as a resource for her article, “By a Home with a Reverse Mortgage,” for the January 2013 issue, she called Scotts Valley Financial Advisor Ted George, CFP®, MSFP. Many retirees use reverse mortgages to stay in their homes. However, there is…
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How to Optimize Your Social Security Benefits
Married couples in which both people have paid into social security have a distinct advantage when it comes to benefit payments. This advantage comes from the ability to optimize the total payments they receive over time with an appropriate combination of retiree and spousal benefits. The optimal approach is determined based on a number of…
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Take the Ire Out of Irrevocable Trusts – Can an Irrevocable Trust ever be altered?
Earlier this month I attended a meeting of the Santa Cruz County Estate Planning Council at which the topic was “Undoing Irrevocable Trusts and other Structures” presented by James Quillinan, Estate Attorney and Michael Jones, CPA. The surprise for some people starts with the title. The Merriam-Webster definition of Irrevocable is “not possible to revoke:…
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