An Introduction to Max's Practice

Max runs a holistic financial planning practice working with professionals and their families. Max and his team work to build custom financial plans for each individual client. His practice centers on the implementation of comprehensive, strategic financial planning with a focus on tax-efficient and risk management strategies. 


Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision. 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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