Max it Out – How We Chose 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 reaching their retirement goals.
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.
What We Do
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need 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.