Geoff George serves as Lifetime Capital Planning Group’s President and Principal Advisor. With nearly 20 years of experience in the financial industry, Geoff brings a wealth of knowledge on a broad range of topics. Having taken on both managerial and consultative roles, Geoff has helped dozens of advisors launch successful careers and helped hundreds of families plan for retirement. He created Lifetime Capital so that he could focus on what he enjoys most, working with individuals and families to develop and implement a successful plan for their future financial needs.
Geoff is a highly regarded industry expert, regularly sought out by local groups and national media. Having witnessed firsthand the financial, physical and emotional effects long term care can have on both an individual and his or her family, Geoff is particularly passionate about this topic. He maintains a strong presence in his community and was a founding member of the Alzheimer’s Partnership group designed to help both those afflicted by this horrible disease and their caregivers.
As a fee based Investment Advisor Representative and Independent Retirement Planning Specialist, Geoff serves as a fiduciary to a broad range of clients. According to Geoff, “successful retirement planning is much more than an investment portfolio or an insurance product. It is an ongoing process that often requires multiple strategies, an open dialogue and the ability to change with the world around us.” Using this philosophy, Geoff and his team develop and implement plans to help ensure clients meet their income needs and prepare for the financial risks they will face in retirement.
Geoff lives in Southwest Minneapolis with his wife, daughter and beagle. The three (or four) of them can often be found strolling around Lake Harriet, canoeing on the Minnehaha Creek or biking along the Mississippi River.
5200 Wilson Road
Edina, MN 55424