Jeffrey George, CFP^®

CFA^®, CEPA^®

Principal

Tao Financial

4386 Lake Underhill Rd Unit D
Orlando, FL 32803

FINANCIAL ADVISOR'S WEBSITE

www.taofinancialusa.com

(407) 553-8138

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Jeffrey George is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Tao Financial in Orlando, FL and the surrounding communities.

Financial Advisor Overview

My firm specializes in working with business owners, executives, self-employed individuals, and families with high tax burdens. While we specialize in these areas, we do not believe in asset minimums and work with many up-and-coming families who are on the path to accumulating wealth. Our primary services include comprehensive financial planning, personalized investment management, and company retirement plans. Due to my unique education and experience, I also advise owners on issues related to business exits and valuations, provide limited fractional CFO services, and can help executives optimize non-qualified benefit plans such as deferred compensation programs and stock options. Our work and due diligence for clients is performed in house and is never outsourced to a third party. We do this because we do not believe these third parties will apply the same level or care or consideration in how they execute the work our clients hire us to perform. We value long-term relationships and do not have a "sales-focused" approach when working with new clients. We are fully transparent about our fees and compensation, and believe honesty and faithful service are the basis of any successful long-term relationship. We would welcome an opportunity to have a no-strings-attached conversation with you.

Financial Advisor Experience

The entirety of my professional career has been in the financial services industry including experience in investment banking, 401k and pension consulting, and personalized wealth management. I rely heavily on my accounting background to provide clients with insightful tax planning guidance, as well as input on business valuations and other company-related questions which we believe are critical to helping business owners build wealth. I've been formally trained by the NACVA to perform valuations and have also completed training to help owners with succession and exit planning. On the investment front, my time spent working with 401k, pension, and executive deferred compensation plans was heavily focused on the portfolio management and strategy side of the equation including building custom asset allocations and performing fiduciary-level oversight of client investment accounts. We have adopted a very similar approach to how we handle the investments of every client working with our firm.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Government & Military, Getting Divorced, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes