Todd M George Investment & RTR

Decisive Wealth Management is a family-focused team of experienced advisors who are dedicated to helping you navigate the complexities of the financial world. With over forty years of experience in money management, we are committed to building life-long partnerships with our clients and connecting with them emotionally, financially, and spiritually. Our personalized approach enables us to create a wealth management plan that is tailored to your unique needs and goals, whether you are planning for college, retirement, or managing a small business. We are not just financial advisors; we are part of your family.

Our Services: Specialized and Personalized

At Decisive Wealth Management, we offer a range of specialized services that cater to your unique financial needs. Our services include:

• Custom Fee-Based Portfolio Management: We manage your investment portfolio and make strategic decisions based on your goals, risk tolerance, and time horizon. Our fee-based structure aligns our interests with yours and eliminates conflicts of interest.
• Small Business Retirement Plans and 401(k)s: We help small business owners design and implement retirement plans that attract and retain talent. Our 401(k) plans are designed to be cost-effective, easy to administer, and customizable.
• College Planning: We help parents and grandparents save for their children's and grandchildren's education by recommending tax-efficient savings strategies and investment options.
• Long-Term Care Insurance: We help you protect your assets and provide for your long-term care needs by recommending long-term care insurance policies that meet your unique needs and budget.
• Retirement Planning: We help you plan for your retirement by recommending investment strategies, income distribution strategies, and tax-efficient withdrawal strategies.
• Income Distribution Strategies: We help you create a sustainable income stream in retirement by recommending investment strategies and withdrawal strategies that minimize taxes and maximize income.
• Life Insurance: We help you protect your loved ones and provide for their financial needs by recommending life insurance policies that meet your unique needs and budget.
• Tax-Deferred Annuities: We help you grow your wealth and defer taxes by recommending tax-deferred annuities that meet your unique needs and goals.

Investment Philosophy: Evidence-Based and Long-Term

Our investment philosophy is based on empirical research and long-term perspectives. We believe that markets are efficient, and it is difficult to outperform them consistently. Therefore, we focus on factors that have been proven to drive long-term returns, such as value, size, quality, and momentum. We also believe in diversification, which reduces risk and increases the likelihood of achieving your financial goals.

Resources: Market Updates, Articles, and Calculators

We provide up-to-date information about the financial markets through weekly and monthly market updates, articles, and financial calculators. Our resources are designed to empower you to be a more knowledgeable investor and help you make informed decisions about your financial future.

Contact Us: Join Us on the Journey

We invite you to join us on the journey to financial freedom and confidence. Contact us today to schedule a consultation and learn more about how Decisive Wealth Management can help you achieve your financial goals.