When used appropriately, we have seen this Report Card help to significantly aid in preparing to Retire Happily Ever After

Take this quick 10-question investment quiz and test your knowledge on some of the basics.

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!

       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.