SERRATELLI FINANCIAL GROUP - Key Persons
Conor joined Serratelli Financial Group in 2016. He specializes in helping individuals and families via insurance products protect their assets, save money, and address tax liabilities.
Conor graduated Lehigh University with a degree in Finance. In his free time, Conor enjoys golf and coaching high school football. He also serves on the Board of the Jim Gum Foundation that honors his late father, James. The Foundation provides an annual scholarship to a Lehigh University football player from the Lehigh Valley.
Conor joined Serratelli Financial Group in 2016. He specializes in helping individuals and families protect their assets, save money, and address tax liabilities. Conor graduated Lehigh University with a degree in Finance. In his free...
A lifelong resident of the Lehigh Valley, George grew up in Bethlehem, Pennsylvania. Upon graduating from Liberty High School, he attended The University of New Hampshire. While at UNH, George was a 4 year letterman on the football team, and was named to the Atlantic 10 academic all-conference team each year. He enrolled in the prestigious Whittemore School of Business and Economics, and finished with a 3.14 grade point average in his major of Business Administration.
In his free time, George enjoys coaching high school sports. He also serves on the committees of various charitable organizations where he continues his late father's legacy as a champion of youth sports, arts, and academics.
As a Partner at SFG, George strives to develop long term relationships with individuals, families, and business owners. He specializes in helping his clients with accumulation and preservation of wealth, legacy planning, and tax efficient retirement planning.
George began his career in finance in 2005 and joined the Serratelli Financial Group in 2007. He specializes in helping individuals, families, and business owners with accumulating and preserving wealth, legacy planning, and tax...
Jim started his career in finance over 30 years ago and has received numerous awards including Allianz's A-List designation, the Cole Award for Exceptional Customer Service, Sammons Securities Company's Circle of Excellence, Cole Real Estate Investment's Elite Planner designation, Questar Capital's Platinum Elite Producer designation, and Midland National Life Insurance Company's Agent of the Year. Jim is currently President and CEO of Serratelli Financial Group (SFG), an integrated financial services firm that shows clients how to employ strategies designed to diversify their assets, address tax liabilities, and maximize benefits.
Rachel joined Serratelli Financial Group in 2006. Before joining SFG Rachel spent 10 years in the hospitality industry. As our Executive Assistant she plays a vital role in the day to day operations of our firm. Her commitment to excellence, attention to detail and above all her relationship with our clients is outstanding. Our advisors rely upon Rachel's conscientious and exceptional customer service skills so they are free to do what they do best - consult and advise their clients. Our clients truly appreciate having a real person handle their servicing needs. Rachel enjoys spending her free time with her husband and their two children.
Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they're gone. 1
But a will is an instrument of power. Creating one gives you control over the distribution of your assets. If you die without one, the state decides what becomes of your property without regard to your priorities.
A will is a legal document by which an individual or a couple (known as "testator") identifies their wishes regarding the distribution of their assets after death. A will can typically be broken down into four main parts.
1. Executors - Most wills begin by naming an executor. Executors are responsible for carrying out the wishes outlined in a will. This involves assessing the value of the estate, gathering the assets, paying inheritance tax and other debts (if necessary), and distributing assets among beneficiaries. It's recommended that you name at least two executors, in case your first choice is unable to fulfill the obligation.