Talk to a financial advisor.
Live Workshop to Help You Clarify Your Retirement
In just three short videos you will know where to look to know you’re doing retirement right and help you Avoid Regret!
COMING SOON!Be one of the first to get your copy by pre-registering for the book.
Take this quick 10-question investment quiz and test your knowledge on some of the basics.
Click the play button below and listen to the story of how FundMax was born from ShiftMethods.
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.