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Phone:

(678) 218-4900

Fax:

(678) 412-4171

E-mail:

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By appointment only

Fiduciary Financial Planning & Financial Therapy for Women and the Men Who Value Our Approach

At InvestHER Fiduciary Solutions, we help women, entrepreneurs, and families move beyond financial uncertainty and make informed, confident decisions. Our approach combines fiduciary financial planning, retirement planning, investment management, and financial therapy to address both the numbers and the behaviors that shape your financial life.

Because financial decisions are rarely just about money. They are influenced by your experiences, expectations, emotions, and sometimes the pressure to appear successful while quietly feeling uncertain. That is where our work is different.

We help you align your financial strategy with your values, priorities, and long-term goals, replacing confusion, avoidance, and overextension with clarity, confidence, and intention.

Whether you are preparing for retirement, growing a business, building wealth, or navigating a major life transition, we develop personalized strategies designed to help you build, protect, and sustain your wealth over time.

Our goal is simple: to help you make financial decisions you understand, feel confident about, and can sustain for the long term.

RETIRE WITH CONFIDENCE. 

Melissa L George, AIF®, CF2®, CFT™, CFS®, PFPS™

Founder & CEO, Fiduciary Financial Planner & Financial Therapist

REVIEWS: See what clients are saying at YELP, Google, or BBB

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explores how investment strategy changes once retirement begins.

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Explains how future tax rules may impact deductibility of charitable donations.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much can you afford to pay for a car?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck