Located in downtown Los Altos, George Stafford & Associates provides resources and solutions to help clients properly plan for the protection and transfer of their wealth to the next generation. Many of these solutions incorporate the use of life insurance to replace income, provide liquidity to pay taxes and expenses at death, provide a legacy for a favorite charity, create parity for children in asset transfers, or provide liquidity to buy-out shareholders of a business. Specialities include new life insurance policy design and existing policy audit and review.
George Stafford has been in the insurance and financial service industries for 9 years and self-employed for over 30 years. He has professional relationships with Certified Financial Planners, attorneys, and CPAs and is active in the community.