George Wells

401 S. Old Woodward
Suite #420
Birmingham, MI 48009

#1 Online Resource for Financial Freedom Solution Strategies

FundMax.net | Financial Advisor in Birmingham ,MI


About FundMax.net

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!


General Information

Firm Start Year:   2005
No.of Employees:   10-19
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   United States
Number of Years with Current Firm:   7
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Mutual Funds , Options & Futures , Bonds , Stocks , Alternative Investments , Exchange Traded Funds (ETFs) , Insurance , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Long Term Care , Life , Annuity
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:   $500,000


Board Positions

Organization:  Oakland Christian School  Auburn Hills, MI
Position :  Board Member
Organization:  Generation One  Troy MI
Position :  Advisory Board

Education

Masters in Mechanical Engineering  Oakland University
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Faqs

  • 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.
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Disclosures

Sign Confidentiality Agreement and Disclosures here: https://na3.docusign.net/Member/PowerFormSigning.aspx? PowerFormId=0dbd20a5-376f-42a1-a5c7-f01ae1859eb0


Disclaimer

Securities and advisory services offered through FundTeq, unless otherwise stated, are not FDIC insured, are not bank guaranteed, and may lose value. Confidentiality Agreement 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 safe. 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. Confidentiality. 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 Confidential Information. 
 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 agency. 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 Information. 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.

George Wells

George Wells


Meet the national teacher available for you. George Wells the financial professional visionary and coach for financial professionals.

Author - Think Differently -book

** Podcast -Elevate Your Impact- 2-3min. Daily Insights **

FundMax - Financial Freedom in retirement.

The financial services industry has changed right before our eyes.
This may sound blunt, but the reality is many savers are skeptical, maybe borderline cynical of; 'sales people' touting past performance projections, the uncertainty of the future, and maybe the worst & feeling sold. And yet the need for sound retirement preparation and maintenance is increasingly more vital.

What I find after meeting and working with so many is that by conducting a proper interview to determine what is most important and really invest time in listening to the true motivators below the surface, it is possible to position your assets to get what you expect going forward and have a solution strategy you're comfortable with, no matter the state of the economy.

Being a mechanical engineer, I find many complex things in life can be understood by a process. Although every individual is unique, as we go through the process of discovery together, our clients are best positioned to avoid the regret of disappointment.

I recall my grandfather asking me, If something you believed to be true turned out not to be true, when would you want to know?

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My Services


Portfolio Management

Our partnership with FundTeq allows for a wide variety of portfolio management from a simple mutual fund and ETF models to more complex dividend portfolios, stock, bond, cd and options strategies at your disposal.


Retirement Planning

Let's face it, transitioning to retirement and navigating through the life changing (seen and unforeseen) events admitedly can be daunting. We believe you should be positioned to have more options as you age so you are able to adapt and adjust as needed. Helping you feel Financial Freedom in Retirement is our Claim to Fame!


401K Rollovers

Many retirees and financial professionals are not aware of the special tax allowances for after tax money in their company savings plan. We rollover your 401k with ease into a strategy that fits your needs and gives you the autonomy you deserve.


Communities Served

Every Neighborhood in the United States

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 2:00 PM

Compensation Arrangements

Check Bank Transfer

Social Networks


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