About Our Retirement Advisor George

Hello, I’m George McFadden.

Over the last 25 years, I’ve worked with hundreds of financial advisors nationwide to help them build retirement plans for their clients. I’ve represented the top major investment and insurance companies in the industry and learned that while advisors are skilled at helping clients grow assets, traditional financial planning often overlooks critical elements for retirees, like income protection and guarantees. It’s not about how much money you have, it is ALL about how much income you have!

That’s why I became a retirement income advisor—so I could focus on what truly matters in this stage of life: creating dependable income streams and protecting what you’ve worked so hard to build. My mission is to help retirees gain clarity, confidence, and a financial strategy designed to support the life they’ve envisioned for years to come.

Rethinking Retirement: Protection Over Risk
Most advisors focus on accumulating assets with a fee-based model (typically 1%) and emphasize “fiduciary” responsibility, meaning they earn more when you earn more. However, these strategies still expose clients to market risk, where losses are possible. For retirees in what I call the “Retirement Red Zone,” protection and guaranteed income become essential—yet these are rarely offered. Traditional portfolios, like the 60/40 equity/bond model, performed reliably until recent years, such as in 2022, when both equities and bonds took substantial losses. Similarly, the 4% withdrawal rule, often used for retirement income, depends on continuous market growth, which isn’t always guaranteed.

Traditional financial planning often fails to address the real needs of retirees: financial stability and a dependable income that lasts a lifetime. My approach bridges this gap with a strategy designed to protect your hard-earned assets while providing a structured, lifelong income plan.

Retirement should be a time of confidence and freedom. With the right plan in place, you can step into this next chapter knowing your financial future is thoughtfully structured and well-managed.

My primary mission is to work with clients who want to RETIRE STRESS FREE!

Don't just retire, Retire Stress Free!

Hear from George