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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.
Planning for a secure retirement sounds complicated, but it really breaks down to these five basic elements.
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Review this retirement-planning checklist to help you figure that out.