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Our Services

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Retirement By Design

 Embark on a journey to a secure and fulfilling retirement with Max and his team as they provide tailored solutions to prioritize your unique financial goals. Secure your spot now for a class that puts you on the path to a successful retirement!

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Insurance Consultation

Protect your future with our comprehensive coverage options. From life insurance to health insurance, we have you covered. Our goal is to design a plan to provide you and your loved ones with peace of mind and financial security.

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Educational Workshops

Join Max's Educational Workhops on Retirement and Medicare. Gain expert insights and personalized strategies to plan for a secure, fulfilling retirement and navigate Medicare with confidence. Secure your spot today!

Book an Appointment

For more information on our services and how we can help you achieve your retirement goals, set up an appointment today!

Licensed in Florida, Massachusetts, and Maine
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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Any requests made through our website are not considered legally bound unless you receive a confirmation from our agency or directly from your insurance carrier.

 

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