Want To Be Sure You Are Financially All Set in Your Retirement Plan?
How Does Estate Planning Protect Your Retirement Assets?
If there is no estate plan, there’s no clear path of who will do what when the time comes.
Take this quick 10-question investment quiz and test your knowledge on some of the basics.
“Yes, I want to know that I am ‘all set’. I appreciate your insights. They have given me answers to questions I would not have known to ask and may have been too embarrassed to do so. I appreciate the story of the corporate finance executive with the pedigree of degrees who was forthright with you about the things he didn’t know.
Financial Advisors Click Here to learn more about our process.
We believe today's saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret. And you know what? It doesn’t have to be that way!
How did FundMax Develop Their Process for Serving Savers?
Fundmax was created by George Wells based on a process he developed called ShiftMethods.
Click the play button below and listen to the story of how FundMax was born from ShiftMethods.
Welcome to the Future of Financial Advice.
Financial service is an arena that has largely been known as a salesperson’s game and likened to a predator/prey convince/sell model featuring heavy relational dependence to retain. Today's financial advisor is simply a facilitator. Imagine having all the technological benefits of the robo-advisor, the fiduciary wisdom of the Certified Financial Planner, in a format that facilitates mutual discovery and mutual understanding.
FundMax listens well by first asking great questions. Patient to understand your successes, challenges, and fears, we construct a solution strategy that not only positions you for future performance but, maybe, more importantly, prevents you from future heartache and regret.
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Obviously, no investment, tax or legal advice is given in this content. Investment, tax, and legal advice is personal and private. Investment advice offered through Versaille Capital Advisors, LLC, a Michigan Registered Investment Advisory Firm.