Your Financial Specialist for Retirement Income and Tax Planning

George Reilly is not your typical financial advisor. Although he has earned the Certified Financial Planner® professional accreditation, he also has a background as an estate planning attorney and a tax professional. In his previous practice he offered his clients a true “one-stop-shop” for their legal, financial, and tax needs, serving as a fee-only fiduciary advisor.

The Coastal Delaware office of MidAtlantic Wealth Partners focuses on the particular needs of clients who are transitioning into retirement or who are enjoying retirement but finding that their financial planning needs are different. Many retirees find that financial planning and management IN retirement is very different than planning FOR retirement.

Simply put—what got you TO retirement won’t necessarily get you THROUGH retirement. You need a specialized guide to help you on this journey. George and the MidAtlantic team are your guides along your retirement journey. We offer both fee-only projects as well as more full-service financial services for those clients who are ready to bring on a partner to help them and take some of the financial planning burden and stress away from them. As your wealth partner, the MidAtlantic team wants you to have a plan to enjoy your hard-earned resources in retirement while paying no more than your fair share of taxes and fees.

Learn more about how MidAtlantic can be your personal Retirement Success Advocate by visiting our main website at www.MidAtlanticWealthPartners.com or our retirement-focused website at www.retirementsuccessadvocate.com

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George Reilly, JD, LL.M.(Tax), CFP®

Office Phone: (302) 313-6644
Delaware Tax Help Phone: (302) 259-8418
Email: Reilly@MARPS401k.com

Websites:
www.RetirementSuccessAdvocate.com

www.MidAtlanticWealthPartners.com

Meetings By Appointment Only:
2400 Coastal Highway, Dewey Beach, DE 19971