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Videos

Private Reserve Strategy 

Have a Private Reserve Strategy can help you minimize unecessary wealth transfers and and build a warehouse of...

Dollar Bill in Jar
Spender, Saver, Wealth Creator

There are 3 basic ways that people handle money. The category that you are in could be effecting your ability..

Calculate Savings
College Funding

Preparing for college starts years before those college applications are due. College can be one of the...

College Friends
Club vs. Swing

How can the lessons of golf be applied to your finances? You may be surprised to know that there...

Golfing
10 Minute Lesson on Life  Insurance

How much do you actually know about Life Insurance? Would you be surprised to know that a properly.....

happy family
Retirement Ready or Not?

Are you doing the right things now in order to secure your future? Can you answer the big questions...

Senior couple hugging
Your Bank

Imagine not having to apply for a loan for a big purchse, or being able to make a down payment...

Bank
Qualified Plans

Qualified Plans are a popular tax strategy and retirement savings vehicle but is deferring taxes today, hurting your...

Stock Exchange
Opportunity Cost

We finance everything we buy, even when we pay in cash. Dollars used in one area of your model...

Men with Calculator
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Fenton, MI 48430

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Email:  gina@yourfds.com

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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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