What We Offer | Max Performance Financial

Our Services

There is no such thing as a “one size fits all” financial strategy. That is why at Max Performance Financial we perform a holistic financial analysis on your situation to determine where you are losing money, where you can more efficiently direct your cash flows, and how you can mitigate or possibly even eliminate taxes throughout your lifetime. Here is an overview of some of the strategies we, along with our business partners, use with our members to help you keep more of what you earn and earn more on what you keep:

Becoming Your Own Banker

For me, this is the foundational strategy upon which all other strategies are built. Since 2010 I have been using specially-designed life insurance contracts to grow my capital tax-free and leverage a guaranteed line of credit that I can use to invest, make major purchases and pay off debt. Stop paying interest charges to banks and other lenders, and learn how to create your own private banking system. You can find more information on the Free Resources tab.

Estate Planning

If you don’t want your financial legacy to be diminished by taxes, attorney fees and family squabbles upon your death, proper estate planning is absolutely essential. Estate planning doesn’t have to be complicated and expensive; it can be accomplished by following a simple process at a fraction of the cost you would pay a typical estate planning attorney.

Retirement Income Plan

Would you rather have a retirement savings or a retirement income? What if you could create a plan that guarantees you a retirement income that you will never outlive and that will continue to get larger and larger throughout retirement? What if you never touched the principal amount and were able to live only off the money that money earns? It’s possible, and it doesn’t require as much money as you think.

Charitable Remainder Trusts

A way to use real estate assets to reduce taxable income and provide a steady stream of passive income throughout one’s lifetime

831(b)

For many small to medium sized businesses, this risk mitigation strategy provides tax mitigation benefits and is hands-down one of the best ways to protect your company and reduce your taxes.

72(t) Rule

A way to withdraw money from a qualified retirement account (IRA, 401k, etc) without having to pay the 10% early distribution penalty if you are under 59 ½ years old

162 Executive Bonus Plans

Retirement plan alternative to 401k for employees and owners

College Savings

Alternatives to the overly restrictive 529 Plan

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 "

" 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 "

" 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! "

" 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! "

"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."

"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."

"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."

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See what some of our members have to say about working with us:

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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