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Partner and President,
Max Wealth & Insurance Solutions
Max Hechtman is an Investment Adviser Representative and insurance professional. He is a partner and president of the California-based Max Wealth & Insurance Solutions. His goal is to help his clients work towards a safe and conservative retirement using financial vehicles.
Investment advisory services offered through AE Wealth Management, LLC. All insurance products are sold through Max Wealth & Insurance Solutions. CA License #0H29034.
Ninety-two percent of women surveyed say they are eager to learn about financial planning, but only 47% are confident talking about money with a professional. If you know where to start, you won’t be intimidated.
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Planning for retirement can be stressful, but breaking it down to these five elements can help.
Review this retirement-planning checklist to help you figure that out.