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At Maxwell Financial Group, we believe knowledge empowers better decisions. Stay informed about market trends, planning strategies, and common financial pitfalls to take control of your financial future.
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Dan was featured in Right On the Money
Right on the Money is a financial talk show comprised of an exclusive group of insurance and financial professionals from around the country who have a desire to inform consumers on financial-focused topics that could affect the way they plan for retirement.
Check out the episodes below to hear from Dan and learn about the importance of making informed choices regarding your 401(k).
Understand RMD Options
Gain a clear understanding of Required Minimum Distribution (RMD) options with our informative guide, designed to help you make well-informed decisions for effective retirement planning.
Understanding Sequence
Explore our guide on sequence of returns risk to better navigate common retirement pitfalls and enhance your strategies for a more secure financial future.
Maximize Your Retirement
Unlock the potential of your old 401(k) with our guide on 'Maximize Your Retirement: 5 Smart Money Moves,' designed to help you optimize your retirement savings effectively.
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Maxwell Financial Group, Inc is a Registered Investment Advisor with FINRA and organized under the state of California and Oregon. Representatives of Maxwell Financial Group, Inc. may offer fee-based financial services in conjunction with other financial products not affiliated with the Maxwell Financial Group. Maxwell Financial & Insurance Services Agency, California Insurance License #0I67794, also licensed to conduct life/health business in multiple states and Investment Advisory services in all U.S. states. Daniel Kutzkey, CA License #: 0F05581. Please speak with your representative for a comprehensive list of services. Investment products and services carry risk and, as such, are not guaranteed. Maxwell Financial Group, Inc. and its representatives do not provide tax or legal services, please consult your tax or legal professional for any recommendations that may impact your tax or legal circumstances.
This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and we do not offer, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs, or to establish an advisory relationship.
MAXWELL FINANCIAL GROUP, INC
(971) 264-3066
21370 Southwest Langer Farms Parkway
Suite 142-135, Sherwood Oregon, 97140 United States