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545 Delaney Avenue
Suite 4
Orlando, FL 32801


George Syme, CRPC®

(407) 718-0692

Do You Feel Lucky? Perception vs. Reality Choosing a Mortgage The Rule of 72

Understanding Today’s Financial Environment

Welcome, I’m George Syme, CRPC®  a financial consultant in Orlando, Florida. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (407) 718-0692.

Helpful Content

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.


Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Business Cycle

How will you weather the ups and downs of the business cycle?


Making the most of surprises is a great reason to work with us.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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