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Financial Planner George F. Reilly,  JD,  LLM (Tax),  CFP® in Occoquan VA

George F. Reilly, JD, LLM (Tax), CFP®

Safe Harbor Financial Advisors, LLC
Occoquan, Virginia

(703) 829-7233



We help you achieve financial independence and Peace of Mind. That's all we do.

Contact Details

Company Name Safe Harbor Financial Advisors, LLC
Logo Safe Harbor Financial Advisors, LLC Company Logo by George F. Reilly,  JD,  LLM (Tax),  CFP® in Occoquan VA
Website
Main Phone (703) 829-7233
Main Location
300 Ellicott Street, Suite B
Occoquan, VA 22125
United States
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Professional Background

Form ADV Brochure View my Form ADV: Firm Brochure
Registrations Safe Harbor Financial Advisors, LLC is a Registered Investment Advisor in Virginia and Rhode Island.
Associations Financial Planning Association, National Association of Personal Financial Advisors
Fees and Services Coordinated financial, estate, and tax planning services. Hourly and Fixed Project Fees. Whether you need a comprehensive financial plan or just have questions about educational planning, retirement readiness, or when to take Social Security benefits, (or other issues) Safe Harbor offers the right level of service at a reasonable cost.

About Safe Harbor Financial Advisors, LLC

George Reilly is both an estate planning attorney and a CERTIFIED FINANCIAL PLANNER professional. He provides comprehensive holistic advising and planning services to middle market clients in the Northern Virginia and metropolitan Washington DC area, and now in Newport County, Rhode Island.

 

Although fewer than 5% of all CFP® certificants in the U.S. also have a law degree, George recognized the importance of the financial planning process in preparing a comprehensive estate plan, and earned his CFP certification in 2002 to enhance his legal practice to fully incorporate personal finances into a client's estate plan. He later established Safe Harbor Financial Advisors to serve as a complementary business to his estate planning practice with both firms using a similar holistic approach to client needs.

 

Originally from Long Island, New York, George earned his bachelor's degree from Manhattan College and his law degree from Saint John's University School of Law. In 1997, George earned a Masters in Law degree from George Washington University School of Law with a specialization in income taxation and estate planning. During his 22 year Navy career as a member of the Judge Advocate General's Corps, George served as the Navy's Tax Counsel during three separate assignments. In that position he represented the interests of Navy leadership as well as Sailors and their families with respect to tax legislation, regulations, and policy. He also operated and later supervised the Navy's electronic income tax filing program. He continues to offer tax services at Safe Harbor including tax planning and return preparation.

 

After he completed his active duty service with the Navy, George worked for an estate planning law firm in Virginia and then returned to government service as a civilian attorney and inspector. His military and civilian government experience has helped George understand and address the issues faced by his clients with similar backgrounds. His military experience has also led George to encourage younger clients, particularly those with children, to get their legal and financial readiness in order. This focus on "get started right" advising offers affordable fees for essential readiness planning services such as a simple straightforward estate plan and savings plans such as 401k/TSP contributions and establishment of 529 plans.

 

Please visit the Safe Harbor websites (www.SafeHarborFinancialAdvisors.com or www.SafeHarbor-RI.com) to learn more, or call us at (703) 829-SAFE (7233) [DC metro area] or (401) 684-1454 [Rhode Island] to schedule an initial no-cost, no-obligation Get Acquainted Meeting.

Additional Location 1:

21 King Charles Drive

c/o Louanne Lawrence, CPA

Portsmouth, RI 02871

401-684-1454

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