Legacy of America, now known as Retire Happily, is a wealth management company based in Birmingham, MI. Led by George Wells, a highly qualified financial professional with a background in mechanical engineering, the company offers innovative solutions and easy-to-understand financial services. With a focus on meeting clients where they are and aligning their plans with their goals, Retire Happily stays up-to-date on changing policies and combines artificial intelligence with relevant diversification methods to provide the highest level of investment knowledge and client service.
Retire Happily also offers educational resources, such as a free ebook on estate planning, to help clients navigate the complexities of financial planning. George Wells, the founder, has a unique personal story, having grown up on a farm and used his engineering training to bring clarity to the financial services arena. With a passion for work and a belief in the importance of serving others, Retire Happily strives to help individuals and families achieve a secure and fulfilling retirement.
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