Rhode Island Monthly SuccessRI 2016 : Page 1

SPECIAL ADVERTISING SECTION SU ESS R I SUCCESS LOCAL Lighting Your Way to Financial Independence Welcome to Todd M. George Invest-ment and Retirement Services, where they strive to fulfi ll their clients’ per-sonal goals and financial dreams. They are a husband-and-wife team working to educate their clients so that they can make well-informed decisions in a complex environment. Because all of their clients are unique, their practice specializes in building a plan custom-ized to each investor. They take into account each investor’s profile, risk tolerance and time horizon. The attention to detail and personalized service that they offer sets them apart from other advisors and larger fi nancial institutions. Because they encourage a partnership with their clients, they understand their needs and can make a meaningful difference in the long-term process of building and protect-ing wealth. Explore their website to fi nd up-to-date information about the fi nancial markets. View useful resources that can help empower you to be a more knowledgeable investor. Learn about who they are and what their services include. At Todd M. George Investment and Retirement Services, they provide a combination of modern investment solutions with old-fashioned personal service. Todd M. George, RFC, CLTC Kim R. George, CFP ® 2011, 2012, 2013, 2014 and 2015 Five Star Wealth Manager, Crescendo Business Survey, presented by Rhode Island Monthly, Five Star Award is based on ten objective eligibility and evaluation criteria in-cluding: minimum of fi ve years as an active creden-tialed fi nancial professional, favorable regulatory and complaint history, fulfi llment of fi rm’s internal review, accepts new clients, client retention rates, client assets administered, number of client house-holds, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit fi vestarprofessional.com 300 Metro Center Blvd., Suite 275 Warwick, RI 02886 401-921-4150 todd@toddmgeorge.com kim@toddmgeorge.com www.toddmgeorge.com Securities & Advisory Services offered through Common-wealth Financial Network, Member FINRA/SIPC, A Regis-tered Investment Adviser. Fixed insurance products and services offered by Todd M George Investment & Retirement Services are separate and unrelated to Commonwealth. Their specialized services include: • • • • Fee-based asset management Retirement planning Small business retirement plans and 401(k)s Income distribution strategies • • • • College planning Life insurance Long-term care insurance Tax-deferred annuities RHODE ISLAND MONTHLY l MARCH 2016 89

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