What if there was a better way?
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Create the lifestyle you want
Why wait for retirement to start enjoying your life?
Complementary consultation
Build a Retirement income
not just a retirement savings
Talk to an expert
leave a legacy
Build generational tax-free wealth
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Financial Solutions for Individuals,
Real Estate Investors and Business Owners

Replace Risk with Guarantees

Contrary to mainstream advice, there are places to get guarantees on your money with zero risk. Have the peace of mind that even when the stock market takes a dive, your wealth will continue to grow---guaranteed!

Customized Strategy and Ongoing 1:1 Coaching

There is never a “one-size-fits-all” solution; every individual needs a strategic and personalized financial solution. We will be there to help educate and coach you, always.

Passive Income Opportunities

True financial freedom means never needing to work again in order to pay your bills. We help you develop strategies that will provide a retirement income , not just a retirement savings.

100% Control

Stop giving your hard-earned money away to “experts” and put the control back into your own hands

Reduce your lifetime tax burden

Grow and access your money tax-free for life

Legacy Planning

Ensure your loved ones will be financially free to pursue a life that makes a difference. When we are free of money worries, our creativity knows no bounds.

Schedule a Free 30-minute Consultation

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Who are
We?

What Financial
Strategies do we use?

Where can you find more Resources?

About Us

Max Performance Financial is a financial services business that specializes in creating advanced life insurance and wealth strategies for families, business owners and real estate investors. We show our members how to create guarantees in the financial world, how to take 100% control of their capital, and how to leverage their capital in order to create massive wealth-building opportunities for them and their family for generations to come.

We believe that financial education is the cornerstone for building true wealth. We also believe, and have verified with first hand experience, that when education is combined with action, the future becomes more than we ever imagined possible.

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A few words from
Our Members

" Dave helped me get a handle on my overall financial situation. I now have a better understanding of how to use money and cut costs in ways that will benefit my family. Dave is very knowledgeable and, even more importantly, doesn’t pretend to know everything and works to find answers when he has to. I look forward to working with Dave for years to come "
Chris R.
Chris R.IT Professional & side-hustle entrepreneur
" I was shocked about what I learned. I couldn’t believe that such an asset class existed and I didn’t know about it. The safety, the control, the guaranteed growth, and absolute liquidity can’t be matched. I like that my dollars are able to do multiple jobs for me simultaneously. I now know exactly where I want to go financially and my friend Dave was and continues to be a huge part of this journey "
Paul Fugere
Paul FugereReal Estate Investor
" A critical part of my financial strategy is to leave a legacy behind for my family. Dave showed me how to do this while simultaneously building wealth and generating opportunities to create additional income. He will continue to be a major advisor to my family’s financial strategy. I strongly recommend reaching out to Dave! "
David P.
David P.US Air Force Officer
" Learning these concepts and integrating them into my long term financial strategy has become on of the most important turning points in my life. I’m excited for what the future holds! "
Jack Steine
Jack SteineCommercial Airline Pilot
"I can't thank you enough for giving me the nudge I needed to challenge the assumptions and make some changes. It unlocked a door I didn't know could even open."
John W.
John W.Professional Pilot
"Without having a path, I didn't really know whether I had a financial problem or not. I have more confidence now in my future and people have actually started asking me about finances because they see my confidence."
Drew W.
Drew W.Owner, East West Beer Exchange
"These strategies are helping me earn more money and have more funds available in the future. To be able to come up with a way to manage the cashflow has been very helpful. I can use other peoples money not only to build my real estate but also to build my cash reserves and credit line as well as benefit me and my family."
Joe S, Minneapolis
Joe S, MinneapolisReal Estate Investor
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The information contained within this site and course are intended to provide general information about Max Performance Financial and is for informational purposes only. It is not intended to offer investment advice or substitute for obtaining accounting, tax or financial advice from a professional accountant or financial advisor. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information.

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