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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

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Keeping Up with the Joneses

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Steps to help you sustain and grow your retirement savings.

Separating the Signal From the Noise

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A good professional provides important guidance and insight through the years.

 

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Contact

Office: (812) 675-4949
Office: (317) 660-2210
Fax:(812) 675-0366

jdavidgeorge@georgewm.com

 

Experience Matters

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define you

... Learn More

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities, Financial Planning and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, DC, FL, IN, KY, LA, MO, OH, TN, TX, WA

 

Contact

George Wealth Management Group
Office: (812) 675-4949
Office: (317) 660-2210
Fax:(812) 675-0366

422 Sycamore Drive
PO Box 8
Bedford, IN 47421

jdavidgeorge@georgewm.com

7,24,63,65, Life

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