Talk to a financial advisor.
In just three short videos you will know where to look to know you’re doing retirement right and help you Avoid Regret!
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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.