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George A Longfellow

Advisor Image
George A Longfellow
Growth Advisor
.
RICP®, BFA™, WMCP®, CEPA®
Part of the East-Central Illinois Group practice
2102 Windsor Place Suite 2
Champaign, IL 61820
Farmers
Business Planning
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
What sort of things can you help clients with


With Our Team Practice, We Help People Find Financial Clarity

Life is full of important decisions, and planning for your financial future can feel overwhelming. That’s why we’re here—to help you answer the questions that matter most. Here are some of the top questions our clients ask us today:

  1. .How do I adjust my retirement plan for market volatility and economic uncertainty?
  2. .When should I start drawing Social Security—and what strategy maximizes my benefits?
  3. .How can I provide for a loved one with special needs without jeopardizing their government benefits?
  4. .What’s the best way to plan for healthcare costs beyond Medicare, including long-term care?
  5. .How do I protect my portfolio against inflation and rising interest rates?
  6. .Should I pay off my mortgage or keep investing?
  7. .Is a Roth conversion right for me—and how do I diversify for tax efficiency?
  8. .How will taxes impact my retirement income and estate plan?
  9. .What strategies can help me leave a lasting legacy for my family and favorite causes?
  10. .How do I integrate charitable giving or digital assets into my financial plan?
  11. .What steps should I take to prepare for unexpected life events like divorce or disability?

If any of these questions—or others—are keeping you up at night, let’s connect and create a plan that gives you confidence and clarity.

Offices in Champaign and Crescent City.

My Designations & Certifications
My Designations & Certifications
  • Retirement Income Certified Professional (RICP)

                    An RICP® specializes in the complexities of:

                            Income planning

                            Social Security claiming

                            Asset management and wealth transfer

                            Long-term care planning

                            Life insurance

                            Business succession planning

                    More information at Why You Need an RICP® - Why RICP

  • Wealth Management Certified Professional® (WMCP)

                    A WMCP® focuses on the complexities of:

                            Goal-based wealth management

                            Efficient tax strategies

                            Investment and risk management

                            Account construction

                            Strategic investing

                    More information at Why You Need a WMCP® - Why WMCP

  • Certified Exit Planning Advisor (CEPA)

                    On the surface, it may seem like the main goal in exit planning is harvesting the value in your business and exiting happily into the next phase of your life. However, it is so much more than that. The goal of any successful exit plan is to create a significant company.

Wesley Food Pantry Gardens
Wesley Food Pantry Gardens

Gardening is a hobby so being able to help with the Wesley Food Pantry garden projects is a ton of fun, work and reward. I love to hear how excited the Pantry clients are to partake in the wonderful produce the Pantry grows every year.

My qualifications
  • Associates of Business Management, Parkland College
  • Retirement Income Certified Professional®
  • Behavioral Financial Advisor™
  • Wealth Management Certified Professional®
  • Certified Exit Planning Advisor®
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Illinois
  • Indiana
  • Mississippi

Insights

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Charitable Strategies to Maximize Impact - Bloomington
Charitable Strategies to Maximize Impact - BloomingtonYou want your generosity to make a meaningful impact, but knowing where to start isn't always clear. Learn how a charitable fund works, understand the three ways to give, and discover actionable items to help you get started on your charitable journey. Join Thrivent for a free workshop, Charitable Strategies to Maximize Impact. 📅 September 17 at 6pm 📍 Rob Dob's in Bloomington, IL ✅ Register now: bit.ly/charitable-bloomington Hosted by the Thrivent Member Network - Heartland Region. No products will be sold. 3254348.9 R8-26
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"Rejoice in the Lord always. I will say it again: Rejoice!" - Philippians 4:4
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Ready to level up your investing knowledge? Start with these 3 articles:​ ​ 1) How inflation impacts investments: https://bit.ly/4e0pR7i​ 2) Investing in volatile markets: https://bit.ly/4efTwZ0 3) Strategic asset allocation: https://bit.ly/4e4Wcdh
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations