L. George Markus, MBA, CSA, IAR

George Markus has worked with over 2,000 clients to avoid the mistakes made by many retirees and explains in easy to understand ways how to avoid these pitfalls. Unlike most financial representatives who are in business and will volunteer to work with any aged client, specializing gives him the competence to know senior retirement issues. He devotes his time exclusively to mature investor issues such as rapidly changing legislation, Medicare, Medicaid, retiree taxation, long-term care solutions, legacy options, and financial product options to reduce market risk.

George works pro-actively with his retired clients, providing free consultations, training, and seminars for individuals and organizations. His philosophy is to provide seniors with the most current financial information and concepts in order to help them cope with the many challenges they face. He is one of the most popular guest lecturers and educators on senior issues in the Eastern U.S. Over 70,000 older adults have come out to learn from George's lectures and workshops in just the past few years. Many meetings have been with non-profit groups, faith-based congregations, and various company retired employees.

Let George help you do what the wealthy are doing to preserve their assets, reduce their taxes, protect their heirs and increase their incomes.