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Gina Wells Financial Estrategist

I’ll show you how to stop giving money away to the system.

So your money works for you, today and tomorrow.

About me

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I’m Gina Wells

Financial strategist who believes money shouldn’t be a source of stress.

 

For more than 30 years, I’ve helped people just like you protect what they’ve earned, reduce what they lose to the system, and build a plan they can actually trust.

 

No jargon, no pressure, just clear strategies that let you enjoy life today while preparing for tomorrow.

More than 50 families have built a lasting legacy.

Watch this video and Find How.

Services

How we help

We help you take control of your finances without the stress. Our approach is designed to protect what you’ve built, maximize what you keep, and create a plan that gives you confidence.

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Protect What’s Yours

Stop unnecessary losses to the system and keep more of your hard earned money.

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Grow with Confidence

Build strategies that align with your goals, no guesswork, no one size fits all solutions.

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Enjoy Life Today, Secure Tomorrow

Have a plan that lets you live well now while safeguarding your future.

My process

DESIGN

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The DESIGN Process is unique to Gina Wells of Financial Design Strategies.  Each step is designed to help our clients build upon what they already have as we lay a foundation of knowledge and trust.

Resources

Smart Money Insights

Each week, Gina shares simple, practical strategies to help you protect your money, outsmart the system, and build a secure financial future. without the jargon. Quick reads, real solutions.

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Gina Wells

Let’s make your money secure your future, without sacrificing your present.

810 579 5808

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Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA) an SEC Registered Investment Advisor., Advanced Capital Group DBA Financial Design Strategies and Gina C Wells Financial Services, are not affiliated with RWA. Investing involves risk including the potential loss of principal.

​Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all investment management clients. I have an obligation to act in the best interest of my clients and to make full disclosure of any conflicts of interests. Please refer to my firm brochure, ADV 2A for additional information.

No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Financial Design Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, LLC. Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Gina Wells or Financial Design Strategies is stated or implied. MDRT and Retirement Wealth Advisors, LLC (RWA) are not affiliated.

For the detailed requirements of MDRT, please visit: https://www.mdrt.org/membership/requirements/

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