Services

As we create a tailored financial plan for you, we will guide you through a clear, step-by-step process designed to give you confidence in your choices.

After defining your objectives, we will develop personalized strategies aligned with your aspirations and goals. We can assist in implementing a robust financial plan using the following products and services.

Maximum Wealth Strategies provides independent financial planning and advice to individuals and businesses, focusing on the following core areas:

Retirement Planning

Maximum Income Strategies
Tax-efficient Distribution
Asset Protection
Long-term Care Planning
Early Retirement Projections

Financial Planning

Maximum Wealth Accumulation
Risk Management (Life, Disability, Liability)
Estate Planning (Wills, Trusts, Charitable Giving)
Cashflow Management
Debt Minimization

Business Owner Strategies

Business Succession Planning
Key Employee Retention Plans
Tax Minimization Strategies
Risk Management
Business Owner Retirement Strategies

F.A.Q.

What is financial planning?

Financial planning is the process of defining your financial dreams, assessing your current financial situation, and creating a comprehensive plan and strategies to achieve your financial dreams.

Why is financial planning important?

It prioritizes a roadmap to guide your financial decisions, helps you implement strategies to achieve your financial dreams, manage risks, and ultimately helps you achieve financial success and security.

What are the main elements of a financial plan?

A comprehensive financial plan includes cash flow/budgeting, insurance planning, saving, retirement planning, debt management, tax planning, and estate planning.

What are the steps involved in creating a financial plan?

1. Set financial goals
2. Gather financial information
3. Analyze your current financial situation
4. Develop strategies to achieve your financial goals
5. Implement financial strategies
6. Monitor progress and update the plan as needed

What types of clients do you typically work with?

We work with a diverse range of clients in different phases of life. Maximum Wealth Strategies clients include young professionals, families, retirees, small business owners, and charities and family trusts.

Can I access my accounts online?

Yes, we provide secure online access to view your accounts.

How often do you review clients’ financial models and strategies?

We recommend meeting with clients once per quarter to review their financial model and strategies.

What are your fees, and how are you compensated?

We do not charge a fee for our financial model or recommendations. If we utilize a financial product or service for a recommended strategy, those financial institutions will pay us a commission or fee. Another way we are compensated is by satisfied clients who refer us to their friends, family, and colleagues.

Business Owner Strategies

F.A.Q.​

F.A.Q.