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Services | Planning

At MaxGuard Wealth, we believe everyone deserves to enjoy the retirement they’ve always dreamed of. Our team of professionals can help you develop a comprehensive strategy, utilizing a range of investments, insurance products, and services, tailored to meet your financial needs and concerns.

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MAXIMIZING ESTATE
PLANNING BENEFITS
SECURE RETIREMENT
PLANNING STRATEGIES
TAX 
PLANNING
LONG-TERM CARE &
LIFE INSURANCE
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Understanding how Tax Planning is used to manage your tax bill should be a major part of any reliable financial approach.
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

We specialize in the following areas:

Grow

Prepare for retirement by making the most of your hard-earned assets.

  • Asset Diversification

  • Portfolio Management

  • Tax-Efficiency

Preserve

Safeguard the assets essential for achieving the retirement you’ve always envisioned.

  • Retirement Income Strategies

  • Fixed & Indexed Annuities

  • Risk-Management

Give

Support the people and causes that matter most to you.

  • Legacy Planning

  • Charitable Inclinations

  • Estate Strategies

We can also assist with the following:

SOCIAL SECURITY
MAXIMIZATION

MEDICARE

PROJECTIONS

No obligations. Just Solutions.

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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