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Financial Report

Holistic Independence

TO SECURE YOUR RETIREMENT

Our
Services

MaxGuard Wealth helps you build a secure financial future with comprehensive financial planning services.

 

We specialize in helping clients to create a plan tailored to their individual goals and needs.

INVESTMENT

MANAGEMENT

  • Managed Account

  • Low Fees

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Our team offers comprehensive financial and investment services tailored to your needs. 

FINANCIAL

PLANNING

  • Tax Planning

  • Roth Conversions

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We provide comprehensive financial planning that is holistic to help you achieve your financial goals

RETIREMENT

ADVICE

  • Income Planning

  • Dynamic Distributions

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We provide you with a retirement plan that maps out your distributions so you never have to worry about your next paycheck.

INSURANCE

SOLUTIONS

  • Insurance Planning

  • Asset Protection

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We review your coverage to make sure you and your loved ones are protected. We have solutions to also protect your assets.

Retirement Age Planning

Retirement is that wonderful phase in life where you can finally savor the fruits of your labor. However, navigating the complex world of financial planning and retirement planning can be quite daunting. There’s no universal solution since everyone’s financial needs and risk tolerance are unique. That’s why we excel at tailoring strategies providing expert guidance to align with your individual goals and creating the best retirement plan.

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Our seasoned team has a remarkable track record of helping individuals from diverse backgrounds achieve financial prosperity and relish retirement on their terms. We are committed to working diligently and intelligently to ensure you have the resources you need, precisely when you need them.

 

If you’re eager to take charge of your retirement and secure a more fulfilling lifestyle, you’re in the right place. Let’s engage in a conversation about your specific circumstances and craft a personalized retirement plan that suits you to a tee. Reach out to us today and discover how we can make a meaningful difference in your financial future. Your retirement age dreams, our financial expertise – a perfect match

1.
DISCOVERY

Arrange a meeting with us to explore and define your ideal retirement.

2.
ANALYSIS

With the MaxGuard Portfolio Review, we'll assess your current financial situation and identify your retirement needs.

3.
PLANNING

Receive a personalized strategy tailored to help you achieve your unique retirement goals.

For more information about any of our products and services,
schedule a meeting today or register to attend a seminar.

MEET MAXGUARD

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Home Office

212 Carnegie Center Drive, Suite 106
Princeton, NJ 08540

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Satellite Offices

Iselin, Yardley, Bridgewater

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Telephone

609.498.6996
 

Fax

609.786.2405

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Email

 jayfoley@maxguardwealth.com 

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MaxGuard Wealth and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under MaxGuard Wealth. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.  Please remember that securities cannot be purchased, sold or traded via email, text or voice message system. Likewise, insurance coverage cannot be bound, altered, or canceled via email, text or a voice message system. 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

 

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