George Villa

George Villa


George Villa family focused. The oldest of 10 children, he was born in Peoria, Illinois; raised in South Dakota. George attended, taught and coached at Mount Marty College in Yankton, SD. The University of Iowa and South Dakota and the University of ­­­­­Iowa. George , while coaching swimming 17 years, including Olympians from many countries, earned a selected studies Master’s Degree in Business at the University of South Dakota. George continues to utilize his passion to continue his education in creating tax efficient retirement income and wealth planning for over 2 decades. He has mainly worked with families like yours in Illinois, Missouri, Nebraska and Iowa.

George created Purpose First Planning™, which is registered at the US Trademark and Patent office. In conjunction with the Federation of Federal Employee Benefit Advocates, he has developed a deep understanding of the nuance of the federal benefit system.

George believes that at the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy, which must be exclusively put together for each individual. Each client is given watchful attention while only making adjustments as necessary, because Life Happens.









Phone 1-877-263-6114