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? We help teach you how to be more efficient with your money and your tax planning.
We help determine whether you are on the right track financially. There is no such thing as a separate or segregated financial decision. Every decision is part of the whole. Every decision is at the expense of every other place you can put your money. We take the time to inspect your financial decisions. This is what we do!
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, Connecticut, Minnesota, Florida, Illinois, Ohio, Texas, Georgia, Oklahoma, North Carolina, Tennessee, Mississippi, New York, Nevada, New Jersey, Indiana, and Washington. Gina and her husband Jim live in Linden and enjoy the great outdoors, especially spending time with family and friends.
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