Who We Are

Max Out Your Retirement

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and needs their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples at all economic levels to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.

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Meet Our Team

Chuck Omphalius

Managing Partner

Alecia Leger

Executive Assistant

Our Testimonials

Why Max Out Your Retirement?

“I am grateful to have met Chuck and his team. They have a unique yet brilliant retirement strategy that gives us a lot of peace of mind for our family.”

Beth; W. Dover, VT

“Chuck Omphalius is resourceful and knowledgeable about securing a comfortable future and meaningful retirement. His professionalism is helping us plan for one of the biggest transitions in our lives. We appreciate his willingness to help and to always be available to give simple, understandable answers to our sensible (and sometimes not so sensible) questions.”

Kathy & John; Valley Spring CA

“Looking to up your financial knowledge and gain confidence with your assets? How about having someone who is always available to you? Look no further….Max It Out Retirement is the place. Personalized attention matters!”

Jeri; Ft Myers FL

“Chuck at MIO has given me an optimistic outlook on my financial future by helping me plan for the future that I envision without worrying about market performance, which political party is in power, or tax increases.  This allows me to keep focus on my retirement plans, all the while having my family and legacy being fully protected from financial catastrophes!  The peace of mind his team has given me is invaluable.  I would NOT recommend planning your retirement strategy without them!”

Brian; Hayward, CA

“Working with Chuck these past 2 years has been life-changing. He’s incredibly knowledgeable and easy to talk to! It’s such a relief to have control over my money and knowing it’s working for me to ensure a sound financial future.”

Jennifer; Long Island NY

“I’m in good hands with Chuck! I feel his knowledge and guidance are priceless.”

Michelle; Smith Mill Valley CA

“Chuck was very thorough and knowledgeable in responding to all of my tax-free retirement questions. He was patient to explain everything to me in detail, and I had MANY questions! Three years later, he always answers my texts, calls, and emails promptly, and is genuinely interested in serving me as his client. You will be hard-pressed to find a better advisor.”

Rachel; Hampstead NC

“Chuck’s forecast of the future of taxes and the economy have been spot on. We’re glad we listened. Our nest egg is safe and growing for a retirement ahead of schedule.”

Aileen and Roger; Novato CA

Max It Out

How We Choose The Name

In 2014 our son Max, who was eight years old at the time, underwent open-heart surgery to remove a blood-filled cyst. The doctors made it very clear to us that there were many risks associated with his surgery. Max’s condition was extremely rare, and he was the youngest person to have this surgery.

As you can imagine, this was a very frightening time for our family. The support we received from our local community was incredible. The local Beekman Fire District made Max an honorary firefighter, the Marist College men’s soccer team made him an honorary member, and an online fundraiser was started selling bracelets saying “Max It Out,” which is where our name comes from.

We are forever grateful for the community that came together to support us during this tough time. In turn, our mission is to give back by helping our community navigate their finances and reach their retirement goals.

Catching Up With Max Now

more about his personal journey

Now in 2021, Max is a freshman at the FC Malaga NY Academy and stars as center back for the FC Malaga NY Soccer club based in Dutchess County. He has become an example of focus and determination throughout his school years excelling both in the Academy and on the soccer field. You can read more about his personal journey and the FC Malaga Academy below.

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It’s your retirement. You should have control over it.
Contact us today to schedule an introductory meeting!

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