Financial Planner & Advisory Services

A SOLID FINANCIAL PLAN IS A BASIC BUILDING BLOCK FOR SUCCESSFUL MANAGEMENT OF LIMITED RESOURCES TO ACHIEVE YOUR GOALS

ABOUT US

We started Lydford Financial PLLC to take your hopes and dreams then develop a comprehensive financial plan that will assist you in achieving financial independence and achieve your personal goals. Our focus is on bringing financial plans to everyone and helping you leverage limited resources to maximize your lifetime wealth.

Our goal is to empower you to make informed decisions based on your current financial situation and valid estimates that include the flexibility to revise your financial plan as your short and long-term goals change.

ABOUT US

My goal is to empower as many people as possible to effectively manage their own financial lives and establish a secure future in their retirement years.

I started Lydford Financial PLLC to establish a business framework for assisting family, friends, and acquaintances with financial planning issues. My focus is on bringing financial plans to everyone, no matter how much they have in net asset value.

George

SERVICES WE OFFER

FINANCIAL PLANNING

Many individuals want an independent third party to consult for making financial decisions, or they would like a second opinion on recommendations provided by other financial professionals.  We are available to provide an unbiased evaluation of your financial situation, using estimates to help you evaluate two or more options related to a financial decision.  We can offer our independent opinion on a specific investment or other financial product.

RETIREMENT & INVESTMENT PLANNING

We will review your current retirement funds that you have accumulated in employer retirement accounts, traditional and Roth IRA accounts, defined benefit plans, social security, annuities, and any other investments earmarked for retirement to ensure you are on track to accomplish your retirement income goals.  We will review your asset allocations to ensure they correspond to your risk tolerance and overall long-term financial goals, then make recommendations for re-balancing.

RISK MANAGEMENT

We will review the financial risk in your life to assist you in developing a proper plan to manage your risks by identifying options for mitigating or minimizing their impact.   We can offer you an unbiased evaluation of your actual needs based on where you are in your career and life.  We will also help you evaluate estate planning options that are best for you and your family to reduce the risk of your assets being transferred in a manner that is not based on your wishes.

FINANCIAL PLANNING ARTICLES

Today (5-29) is National 529 Day

This day on the calendar marks a great opportunity to promote the use of 529 plans for college education funding. …

Financial Review Heading into 2024

The first month of a new year is a good time to review your finances and make changes for the…

Time to Lock in High Interest Rates

The Federal Reserve (Fed) has been raising interest rates for a long period of time attempting to combat inflation and…

TESTIMONIALS

With George's guidance, we were able to identify some areas where we needed to shore up our financial building blocks. He listened to us, was quick to respond to our correspondence, and delivered the good, the bad, and the ugly news with empathy and respect. He set up a plan to follow which reduced our stress level. We recommend his advisory services to anyone who wants to do something proactive with their financial planning." Lisa and Rich Blanton.

R & E Blanton

We want to let you know how sincerely we appreciate your help and truly value your integrity. The initial financial plan you prepared for us in 2007 and subsequent work has made us better informed in making important financial decisions. You continually do an outstanding job in assessing issues and suggesting various (easy to understand) financial options that target our goals. As importantly, we have always admired that your advice was unbiased knowing you were not trying to sell financial/investment products. Thanks again for all your assistance. It has given us additional confidence in our decisions.

D & N Bach

Financial Planning Association Member

CONTACT US

FREE CONSULTATION:

We offer a complimentary, no obligation meeting to find out more about your needs, and to see if our services are right for you.

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