Do you have all the information required to affirm that you are financially all set?

Do you feel like you are ‘All Set’ financially and want to affirm it is true? In this course, we provide valuable insights to help you affirm what you hope to be true, that you are in fact, ‘All Set’. If we are known for anything, it is serving others well. In addition, we encourage you to ask questions on topics that concern you most. Click on the link below to start your free course.

George Wells

George Wells

Author & Speaker

All Set!? …
Avoid Regret

You Ask, We Answer

Knowledge is Power. What frustrates you? You ask whatever you want and we provide answers.

Start Your Free Course

Do you feel like you are ‘All Set’ financially and want to affirm it is true? In this course, we provide valuable insights to help you affirm what you hope to be true, that you are in fact, ‘All Set’. If we are known for anything, it is serving others well. In addition, we encourage you to ask questions on topics that concern you most. Click on the link below to start your free course.

⟶ Start Your Free Course ⟵

Why am I offering this FREE course?

FREE course      We have built a thriving advisory service on ‘giving first’ locally in Birmingham Michigan.  And now, we are expanding to serve our nation.   So many have thoughts they find themselves fretting about and aren’t sure how to get them thoroughly addressed.  And you know what … It doesn’t have to be that way!      We have an agenda, we have a desire, we have a bias.  Our bias is that you would have an experience being referred and being introduced to us that would exceed your expectation so much that you are grateful to the one who shared, benefit from our resources, and feels a need to share this great resource with others.

     We get comments from many of you saying some version of, “I like this approach, I like the way they explain things, If this is what they put out for free, imagine the treasure they must have for their clients they are committed to.”

     Our chief interest is in serving you well and building a relationship with an invaluable resource.  We want to be caught giving first, giving often, and depended on for our contributions to the retirement saving community.  

     We want to do anything we can to aid in your preparation to serve you as you Retire Happily Ever After.

What Can We Do To Serve You Better?

The 7 Tenets of All Set

The 7 Tenets of All Set
Portfolio Declutter

Want to know if you can consolidate some of your retirement savings accounts? In this course, we provide valuable insights to help you know the three types of accounts. Bonus – Roth accounts can also be passed on to your heir's tax-free.

Fortuneteller Feelings

Are your feelings giving you bad advice? Are the ‘emotions of the market’ getting you off track? Being aware of the emotions that drive the market and the emotions that drive investors decisions can be one of the most important keys to success in making decisions about your retirement savings.

Overlapping Funds

Are you putting all your eggs in one basket? Want to know if you might have some mutual funds that are all holding the same stocks? Many commonly recognized companies are held in thousands of different mutual funds. What may appear as diversification, may be misleading. And learn the potential tax advantage of the Exchange Traded Funds.

Junk Bonds

Are you buying Junk thinking you’re buying High Quality? What are the ratings of the individual bonds you are holding in your mutual funds? What is the risk of default? What is the interest rate risk?

Competing Advice

Want to know why one recommendation seems almost completely opposite another? Learn the difference between ‘selling investments’ and facilitating you getting what you expect over time. What is most important to you in selecting investments to position your assets to ‘get what you expect’ and most importantly, avoid regret.

Analysis Paralysis

Do you feel stuck between INFORMATION and ACTION? Enclose are the insights you can use to get on track or stay to track;

  1. Trust your tools
  2. Break down big decisions into steps
  3. Harness the latest innovations available to you
  4. Receive help from a professional
  5. Evaluate / Monitor your range of performance
Financial Strategy

What does it mean to have a ‘financial strategy’? What does it mean to have a portfolio of investments that will give you what you expect over time? Should you be investing in new companies? If so, how much. In this video, we will break it down so you can monitor your progress and be encouraged. Having comfort in how your plan will give you what you expect over time is our goal.

Would you like to learn more?

Start your free course and gather the information required to affirm you are financially all set.

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This free course will help you...

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