Want To Be Sure You Are Financially All Set?

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!

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We Answer Your Questions!

    All of our Insight Series offer a section where you can contact us and ask any question you might have. Our goal is to answer as many questions as we can by making short videos that we place on our No Noise New Blog. You will be able to go to the blog and see your answered question, along with questions asked by other savers, so you can keep all your helpful insights in one place.

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“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. 


Personal finance is so much different than corporate.  You and your staff make complex things simple for me and my wife.  We are grateful for your encouraging and empathic approach when discussing our past and current challenges.  My wife says it is nice to feel we have an advocate for our success in retirement.”  

Retired CFO, Fortune 100 Company

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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.

Think Differently
This is Us ...

This is my book I wrote to teach Financial Advisors based on the chronicles of experiences we've had with people like you. Access exclusive excerpts from the book to see what I teach.

Welcome to the Future of Financial Advice.

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.

Talk to a Sharp Professional at FundMax