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


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

Scroll to Top
Scroll to Top