Build Wealth - Not Worry

Master your money and be retirement-ready in one year. A personal finance membership program for people in their 40s and 50s.

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You're not in your 20s anymore. This is the year you take control of your money and retirement.


Tommy Sikes, CFPยฎ

Here's the harsh reality about building meaningful wealth:

Most people will never get there. ๐Ÿ˜”

And it's no wonder.

Most financial advice is worthless for someone like you. Personal finance articles focus on meaningless minutia (like cutting out latte's). Or the advice is so bland and non-specific that it's not helpful at all.

It seems like so much focus is on twenty-somethings or people who are already retired.

What about people in their 40s and 50s?

You're at a critical point in your life.

You can't afford to make mistakes. The clock is ticking and you don't have time to go down the wrong path.

But trying to manage your finances and plan for retirement is stressful. Stress is bad for your family relationships and mental health.

Your finances impact every other part of your life. So you need to get them right.

The good news is that it's not your fault.

You just never had the specific knowledge, tools, and help you needed to build meaningful wealth.

You weren't taught how to create the simple systems that make your finances run like a well-oiled machine.

Until now.

You can get there. It's not too late. You just need to be intentional about how you plan, save and invest.

That's what Wealth Academy membership is all about. Mastering your money and becoming retirement-ready.

In one year, you'll get the financial education, software tools and personal guidance to feel 100% confident in your future.

Now is the time. Get started today.

Do you find yourself asking?

  • How can we know if we are saving enough money to retire?
  • How do we afford college for the kids?
  • Are our investments good?
  • How can we legally lower our taxes?
  • When should we start Social Security?
  • How can we leave some money for our kids? 
  • Will we run out of money too soon?
  • Are we missing something important?

When you join the Wealth Academy, you'll get answers to these questions and much more.

What's Included with Wealth Academy Membership?

Get the software tools, education and professional help you need to feel 100% confident in your financial future.

Advanced Retirement Planning Software

I.C.E. Personal Estate Planning Platform

Automated Investment Account Management

Monthly Live Online Workshops with Q & A

How-to's, Courses and Discussion on Popular Topics

Advice from a Certified Financial Plannerโ„ข Professional

Start Today and Become Retirement-Ready in One Year

How Does It Work?

1

Step 1 - Sign Up

Join Wealthific Wealth Academy via our secure online portal.

2

Step 2 - New Client Survey

Answer a few questions so we know exactly what issues you're trying to solve. And the goals that are important to you.

3

Step 3 - 45-day Quick Start

Hit the ground running. You get an on-boarding video call with Tommy. Learn the software and get important tasks completed in the first 45 days of membership. 

4

Step 4 - Attend Live Monthly Sessions

Join monthly live financial planning sessions. Get answers to your questions. Sessions are recorded for on-demand replay.

5

Step 5 - Get Private Help

Get personal questions answered in your private forum. Ask anything you want. Only you and Tommy Sikes, CFPยฎ, can access this secure discussion area.

You're One Click Away from Mastering Your Money

Everything You Need to Get Retirement Ready in One Year

Frequently Asked Questions (FAQ)

Click on a question to see the answer.

Who is the Wealth Academy membership for?

Are you real financial advisors?

How much does it cost?

Do I have to sell my current investments?

Is my personal information secure?

What if I want to cancel my membership?

What happens at the end of one year?

How much money do I need to have?

Copyright 2019 | Wealthific is a service of Sikes Capital, Inc.

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