About Us
We are a father-and-son retirement planning service devoted to helping you get the most out of your retirement. We serve Christian families all across the country.
We are "fee-only". We don't sell products for commission and don't receive any form of compensation from anyone other than you.
We are fiduciaries. Unlike many advisors who are affiliated with banks, brokerages, or insurance companies, we're regulated solely as fiduciaries. This means we're always required to act in your best interest.
Jacob George, CFP®
Financial Planner
Jacob lives in Bella Vista, AR, with his lovely wife, Caitlin, and their beautiful daughter, Nora.
Jacob enjoys pickleball, board games, and spending time with his church family at the Bentonville Church of Christ.
Richard George, CPA
Financial Planner
Richard lives in Greenwood, AR, with his wonderful wife Stephanie. They have three children and two grandchildren.
Richard enjoys hiking, working outdoors, and serving as an elder at the Valley View Church of Christ.
