Wealth Managers in Fenton, MI
Our Primary Purpose
Do you know that reducing future taxation may give you a greater return on your money than your attempt to increase your rate of return and the risk involved? I help teach you how to be more efficient with your money and your tax planning.
Understanding the Benefits and Risks of Financial Products
If what you think is true turned out not to be, when would you want to know?
Having a clear and definite understanding of the benefits and risks of the financial products you are currently using today will empower you to use them correctly in the future. There are many road blocks between now and then – loss of income, unexpected expenses, college, weddings, forced early retirement, inflation, taxation, and debt. Are you sure the current financial products you are using today will allow you to gain access in times of need? At what cost to you and your future? Let us show you how to gain greater Liquidity, Use, and Control of every dollar you earn and save.
Wealth Management Advisors
Gina C. Wells, CLU, ChFC: Gina is a Chartered Life Underwriter and Chartered Financial Consultant with over 25 years of experience in the estate and financial services industry. As an investment advisor representative, Gina is known for serving her clients consistently with integrity and respect. Gina is a qualifying life member of the Million Dollar Round Table, National Association of Insurance & Financial Advisors, Wealth & Wisdom Inc., Fenton Chamber of Commerce, and University of Michigan alumni. She served as President of the Genesee County Estate Planning Council as well as President of the Flint Association of Insurance & Financial Advisors. Gina holds life and health insurance licenses in the states of Michigan, Arizona, Minnesota, Florida, Illinois, Ohio, Texas, Georgia, Oklahoma, North Carolina, Tennessee, Mississippi, Nevada, Indiana, and Washington. Gina and her husband Jim live in Linden and enjoy the great outdoors, especially spending time with family and friends.
After spending 14 years as a hospitality and catering professional, Catherine had the opportunity to make a career switch to the financial services industry in 2012. Cat spent the next 5 years working with retirees and pre-retirees at Retirement Resources in Auburn Hills as the Director of Marketing, where she absorbed all she could about the industry and the issues surrounding retirement preparation. In 2018, Catherine obtained her Life & Health Insurance License and began a career as an insurance producer and spent 2 years further learning the business of financial planning with Core Financial Group in Auburn Hills.
Gina and Catherine have the same belief system when it comes to being Debt Free For Life and how the power of financial education. She is an advocate for transparency,
education, and real-talk when it comes to financial planning and believes that everyone, regardless of income or socioeconomic factors, has the ability to achieve their financial goals.
Catherine lives in Grand Blanc with her husband Kelly, Vice President and Chef at Plum Market, and her two spirited school-aged boys, Owen and Liam.
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Advanced Capital Group, DBA Partners for Prosperity and Gina C Wells Financial Services, are not affiliated with RWA. Investing involves risk including the potential loss of principal. 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 Advanced Capital Group, LLC, 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, Inc. 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 Advanced Capital Group is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
For the detailed requirements of MDRT, please visit: https://www.mdrt.org/membership/requirements/