Fundmax = Financial Freedom in Retirement. FundMax was designed from the ground up, to elevate your retirement experience. We are here for whatever you need ... whether you;- Just have a few questions, - Want to run some things by us,- Want to confirm you are 'All Set'- Are at a moment of transition, or - Need a complete plan, Whether you are from a small town or a Big City, we are here with you every step of your way. You will quickly discover why we are the #1 online resource for financial freedom solution strategies.We use technology that makes working with your advisor easy. There is now no need to settle for advisors that are local. You deserve the best and you can have it all!We have an endless opportunity and resources. Our number one priority is that you have an experience that exceeds your expectations, so much so, that you will want to refer others to Fundmax regardless if we agree working together is mutually beneficial. Be critical of our process and your experience with us. All of your progress is a result of those who have gone before you and given us feedback on how we can better serve. Welcoming on new clients is something we don't take lightly, it is of utmost importance that we fully understand your situation, past experience, and future expectations before we begin to work together.We are excited to hear from you!
|Firm Start Year:
|Name of Custodial Firm:
|States Licensed in:
|Number of Years with Current Firm:
|I work with the following types of clients:
, Individual Investors
, Options & Futures
, Alternative Investments
, Exchange Traded Funds (ETFs)
, Socially Responsible Investments (SRI)
|I can meet clients in the following ways:
Qualifications & Memberships
|Insurance and Annuity Licenses:
, Long Term Care
|Financial Organization Memberships:
Million Dollar Roundtable
, National Association of Insurance and Financial Advisors (NAIFA)
|Non-Financial Organization Memberships:
St. Jude Childrens
Fallen Police Officer Benevolence
For the Kids - Child of lost parent foundation
Power Company Kids Club Scholarship
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:
|Organization:|| || Oakland Christian School Auburn Hills, MI
|Organization:|| || Generation One Troy MI
|Position : || ||Advisory Board
|Masters in Mechanical Engineering|| ||
Do you have a customer satisfaction or refund policy?
Yes! You having an experience that exceeds your expectation is most important. Please be critical of our process. Anything you feel could be handled more effectively or more efficiently will become an area of focus for us to continue to transition from greatness to greatness.
If you ever decide you would prefer to terminate our relationship for any reason, we will do everything in our power to transfer your assets quickly and efficiently to the destination of your choice. In short, we take great pleasure in serving our clients beyond their expectation and if you are not fully pleased, we want to know, and would never want you to feel held back to do what is best for you and your family.
What services do you provide? What are your specialties?
We are most know for our ability to listen, understand, and fit together financial solutions strategies. That give you the highest probability of enjoying financial freedom and the least probability or regret. We provide investment advice and insurance planning, specializing in retirement preparation in areas you have vocalized you are concerned about AND areas you may not even know to ask about. We pride ourselves in being thorough and also being able to make complex things simple and easy for you.
What is your experience? How many clients do you currently manage?
13 years experience with 426 clients actively served.
What financial institution(s) do you represent?
We are independent, the relationships we have with financial institutions are various and flexible depending on our clients needs, the changing economic landscape, and technology. In short, we use whichever institution and products that provide the best solution strategy to our clients financial goals, needs, and preferences.
How do you charge for your services?
Financial professionals can be compensated 3 ways. We are licensed to be compensated all 3 ways and we have a fiduciary responsibility to you. The 3 ways are;
1.) Fee for putting together a financial solution strategy
2.) Commission on setting up insurance plan
3.) Fee-based - monthly deduction from investment accounts.
Usually your needs end up determining the best fit, but ultimately you decide what you prefer.
Sign Confidentiality Agreement and Disclosures here:
Securities and advisory services offered through FundTeq,
unless otherwise stated, are not FDIC insured, are not bank
guaranteed, and may lose value.
We take your privacy seriously.
All data given is strictly used to ensure you have an
experience meeting and exceeding your expectations by
applying the appropriate investment recommendations,
enhancing the technology used on the FundTeq platform,
and elevating the retirement experience of those like you.
Your information is never sold. We have partnered with some
of the most secure providers of data safety available today.
The safe keeping of all data collected, providing full
document encryption, to ensure the privacy of your data.
Documents stored in ISO 27001 and SSAE 16 data centers
are encrypted with the highest levels of encryption. Only you
and individuals authorized by your advisor and FundTeq
have access to your documents. Your content stays private
including from DocuSign (our electronic signature
provider). Rest assured that your personal information is
Please acknowledge below that all information provided,
from this date forward, and given electronically, oral, or
written, will remain confidential and secure.
NOW THEREFORE, in consideration for the mutual
undertakings of the Discloser and FundTeq under this
Agreement, the parties agree as follows:
1. Disclosure. Discloser agrees to disclose, and FundTeq
agrees to receive the Confidential Information. 2.
A. No Use. FundTeq agrees not to use the
Confidential Information in any way, or to manufacture or
test any product embodying Confidential Information, except
for the purpose set forth above.
B. No Disclosure. FundTeq agrees to use its best
efforts to prevent and protect the Confidential Information,
or any part thereof, from disclosure to any person other than
FundTeq's associates having a need for disclosure in
connection with FundTeq's authorized use of the
C. Protection of Secrecy. FundTeq agrees to take all
steps reasonably necessary to protect the secrecy of the
Confidential Information, and to prevent the Confidential
Information from falling into the public domain or into the
possession of unauthorized persons.
3. Limits on Confidential Information. Confidential
Information shall not be deemed proprietary and FundTeq
shall have no obligation with respect to such information
where the information:
(a) was known to FundTeq prior to receiving any of the
Confidential Information from Discloser; (b) has become
publicly known through no wrongful act of FundTeq;
(c) was received by FundTeq without breach of this
Agreement from a third party without restriction as to the
use and disclosure of the information;
(d) was independently developed by FundTeq without use of
the Confidential Information; or (e) was ordered to be
publicly released by the requirement of a government
4. Ownership of Confidential Information. FundTeq agrees
that all Confidential Information shall remain the property of
Discloser, and that Discloser may use such Confidential
Information for any purpose without obligation to FundTeq.
Nothing contained herein shall be construed as granting or
implying any transfer of rights to FundTeq in the Confidential
5. Term and Termination. The obligations of this Agreement
shall be continuing until the Confidential Information
disclosed to FundTeq is no longer confidential.
6. Survival of Rights and Obligations. This Agreement shall
be binding upon, inure to the benefit of, and be enforceable
by (a) Discloser, its successors, and assigns; and (b)
FundTeq, its successors and assigns.