Ernest George

CFP®, CLU®

ET George Investment Management, LLC

Financial Advisor

Contact Me

Ernest George

CFP®, CLU®

ET George Investment Management, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ernest George, CFP®, CLU®

Contact Me

662-323-8045

Website

Fee-Only Financial Planner serving the Starkville, MS area.

Ernest George is a Starkville, MS fee-only financial planner. ET George Investment Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ernest George is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Meet Ernest George
About ET George Investment Management, LLC

Contact Ernie George at ernie@etginvest.com

Ernie George entered the financial services business in 1974 in Starkville after graduating from Mississippi State University. He has served as a board member of the Society of Financial Services Practitioners (formerly the American Society of CLU® and CHFC®), Financial Planning Association (formerly the International Association for Financial Planning), Northeast MS Planned Giving Council, and the MS Estate Planning Council.

Ernie George has written numerous articles in industry publications while serving on the editorial board of Financial Services Advisor magazine. He was selected by Goldine Research as one of the leading Wealth Managers of the Southeast United States (published in Forbes Magazine). Ernie is also listed in Who's Who in Finance and Industry and Who's Who in America.

Ernie is involved in local community activities, having served on the boards of Rotary, Starkville Academy, Public Library, the Boy Scouts, and the Chamber of Commerce. At First Presbyterian Church, he served as a Deacon, Elder, and Sunday School teacher.

Ernest George is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

To be the beacon for independent, objective financial advice for individuals and families.
To be the champion of financial services delivered in the public interest.
To be the standard bearer for the emerging profession of financial planning

Our Purpose & Commitment to Our Clients

In a world moving toward more impersonal services, we have made a deliberate decision to keep our business at a size in which we can provide exceptional client service. Our relationships with some clients have lasted 30-40 plus years. We believe that asset allocation and diversification are more likely to provide good returns at reduced risk over time. We rely on solid research and old-fashioned common sense to help you identify worthwhile investments.

We think after listening, the key to understanding your needs is to ask questions. We believe that getting personal is the best way to develop an investment strategy that is right for you. We are committed to helping you achieve your financial goals.

We serve our clients with a consultative, team-based approach that examines all aspects of their financial lives. We put our clients' interests above our own or those of our firm.

Our commitment to You:

Protection of Privacy
A Disciplined Investment Process
Objective Recommendations
Regular and Effective Communication

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

Comprehensive Financial Planning
Retirement Income Planning
Investment Management
College Education Planning
Tax Planning

Ideal Clients

Retirees and Near Retirees
Growing Families
Business Owners and Executives
Sudden Money Situations
Novice Investors

Working Together

In-Office Meetings
Virtual Meetings
Clearly Defined Fees
No Product Sales
Complimentary Initial Consultation

Professional Designations & Affiliations

Ernest George is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ernest George is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Ernest George is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Ernest George is a Chartered Life Underwriter® (CLU®)
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.