Rick George

“The Medicare Man”, #1 Medicare representative in the state of Maine.

Rick George is a native of Maine and a 1984 graduate from the University of Maine, Orono. He has worked for many years in the insurance industry, and in 2008, chose to focus on the needs of Maine’s growing mature population and their adult children.

Rick prides himself on providing the most up-to-date information on Medicare plans.  His passion for educating his clients on making the best health and financial decisions possible, drives him to seek out options that help them get the most out of what they’ve earned.  After all, everyone deserves to comfortably live out their retirement years.

His knowledgeable and no-pressure approach has afforded him the opportunity to successfully work with individuals in the area of Medicare, as well as, expand his practice to include long term care planning, life insurance, retirement, and asset protection strategies.  Rick is committed to providing professional guidance on:

• Navigating the ever-changing Medicare options

• Strategies to maximize Social Security benefits• Maintaining financial security with regard to long term care planning

• Structuring retirement plans to provide guaranteed income for life

• Passing estate to heirs in the least costly and most efficient manner

Rick is appointed with multiple companies, such as UnitedHealthcare, Aetna, and Martin’s Point, to offer his clients options for their health care needs, with a non-biased opinion.  As an independent agent, he is free to act solely in the best interest of his clients, allowing him the ability to assist in charting the course for their financial success.

Married to Janet, a retired Navy Chief Petty Officer, who is also his Administrator, Rick volunteers weekly with Meals on Wheels and they both produce and perform in Variety Shows to raise money for Veteran’s and Children’s charities.  They enjoy golfing, skiing and traveling to visit with their daughters, Amanda, 25, living and working in Raleigh, North Carolina and Tabitha, 35, living and working in Virginia Beach, Virginia.

“Independence is the feeling you get once you learn not to expect something from nothing.”

– O.A. Batista

 

Email Address info@nafinancialadvisors.com

Phone: 207-241-7430

Learn More About Our Team Below!

Kevin Frisbie

Founder / Author
Retirement & Investment Adviser

Chris Parnell

Medicare Specialist

Derek Huot

Financial Advisor

 

Lance Gilman

 President/CEO MS, Certified Financial Educator Retirement & Investment Adviser

Rick George

The Medicare Man

Shelley Burger

Office Support

Jeremy P Barnard

Investment Advisor

Kevin Kaulback

Worksite Benefits

Ashley Quiles

Office Support

Peter Hanson

Northern Alliance Financial Investment Advisor
Saco, ME

Affiliates of Northern Alliance Financial

Bill Pike

New England Financial Services Falmouth, ME

Chad & Heather Dion

Life Insurance with Living Benefits

 

Phone 207-241-7430

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.