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Let’s Connect With Purpose

If you are looking for clarity, coordination, and a long term strategy that protects your lifestyle, you are in the right place.

Who This Contact Form Is For

You are in the right place if you want to:

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  • Maintain or elevate your lifestyle long term

  • Reduce or eliminate hidden wealth transfers

  • Gain clarity about how your financial decisions affect your future

  • Understand how your money is truly behaving

  • Build a coordinated plan instead of scattered strategies

  • Work with an advisor who focuses on education, principles, and long term support

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This form is also for you if you are:

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  • A high earner who feels uncertain about the future

  • Someone who saves consistently but wants more direction

  • A family wanting a more intentional financial structure

  • A professional who is tired of guessing and wants clarity

  • Preparing for retirement and needing a strategic distribution plan

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810 579 5808

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Thank you for taking the time to share your information.
We look forward to learning more about you and exploring how financial design can help you protect and strengthen your lifestyle.

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gina@yourfds.com

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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