Below are links to booklets available for download.

If you have any questions, please do not hesitate to call our office at 844-646-7328.

What, When, Who, How? The Social Security Questions

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Financial Portfolio Construction

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The Value of an Objective Opinion

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Tax Strategies for Retirement

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Wealth Management: The Power of Integration

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Our Strategic Partners

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Contact Us

Phone: 844-646-7328


Beverly Hills
433 N Camden
Suite 400
Beverly Hills, CA 90210

Simi Valley
2655 First St
Suite 250
Simi Valley, CA 93065

South Bay
21250 Hawthorne Blvd
Suite 500
Torrance, CA 90503

Long Beach
5150 E Pacific Coast Hwy
2nd Floor
Long Beach, CA 90804

1055 E Colorado Blvd
5th Floor
Pasadena, CA 91106

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All insurance products are sold through Max Wealth & Insurance Solutions. Max Hechtman California Insurance License #0H29034

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services off­ered through AE Wealth Management, LLC.

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.