We’re committed to helping clients create retirement strategies that can help them pursue their retirement dreams. Helping you meet your financial needs is our first priority.
At Max Wealth & Insurance Solutions, our sole focus is YOU.
We're committed to helping our clients create retirement strategies they can feel confident. We do this by providing guidance to help you develop an overall retirement income strategy and offer a variety of insurance and investment products to help you pursue the objectives of that strategy.
The team at Max Wealth & Insurance Solutions is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
As the president of Max Wealth & Insurance Solutions, Max Hechtman is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Since 2002, Max has been advising clients ranging from large corporations and estates, to families and individuals, how to work towards their long term financial objectives by utilizing personalized financial strategies. His previous experience includes being a Management Consultant working with high net worth individuals and large corporations, tasked with analyzing and managing tens of millions of assets.
When Max established Max Wealth & Insurance Solutions, he set out with an objective to help clients eliminate as much confusion as possible in planning their financial future. Max believes everyone should work with someone with a commitment to help make things simpler and less complicated. Max focuses on helping clients create financial strategies that can help lower their risk.
Max graduated with honors from California State University Northridge. He is an insurance agent in California (CA License # 0H29034), holds his real estate broker's license and has passed his Series 65 securities exam. Because Max is an Investment Adviser Representative, he is legally required to put his clients' needs first.
Max believes honesty, integrity and the trust are more important than anything, and is proud to have an A+ rating from the Better Business Bureau.
Max was raised in Southern California and is happily married to his wife, Samantha, who teaches fourth grade. Max and Samantha live in Woodland Hills and are enjoying the joys of being new parents to their first child. The family also has three cats, a well-used season pass to Disneyland and enjoys attending sporting events together.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 844.646.7328 today!
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Info@maxwealthgroup.com or call us at 844-646-7328 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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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. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.