Licensed in FL · MA · ME
Your
Retirement,
Fully
Protected.
Truly
Maximized.
300+
Companies
to choose from
4+
Years of
experiance
100%
Free
consultations
3 States
Helping in FL,
MA & ME
From Medicare and Social Security to annuities, life insurance, and more, my team and I help you create a retirement plan that lasts so you can focus on living.
Proudly partnered with Florida Legacy Advisors & American Senior Benefits
✓ 100% free consultations
🏥 Multiple carries compared
📋 Licensed FL · MA · ME
🛡 Independent & unbiased
📞 Same-day callbacks
What We Do
Complete Retirement Solutions
We work across every piece of your retirement puzzle, not just one product, but a full picture built around your life.
The Process
Simple. Friendly. No Pressure.
Getting started takes one phone call. Here's what to expect.
1
2
3
4
Book your free appointment
Max learns your full picture
Max builds your custom plan
Your plan is presented
Choose phone, Zoom, or in person. Max confirms your time within one business day - no call centers, no runaround.
Your first appointment is all about you. Max asks about your savings, goals, coverage, and concerns. No paperwork, no pressure - just an honest conversation.
Between appointments, Max shops 300+ carriers, runs the numbers, and puts together a retirement plan built specifically around your life.
Max comes back with your options laid out clearly - income projections, coverage comparisons, and honest recommendations. You ask every question. You decide what's right for you.
Client Stories
What Our Clients Say
Real feedback from real people we've helped navigate retirement.
★ ★★★★
"He was great to work with. Very knowledgeable and seemed to have an easy time sharing that knowledge with us and he was very easy to understand and presented all our options"
PB
Phyllis
Bridges
Florida
★★★★★
"Max's service has been exemplary. He is very knowlegeable of all of the plans and helped me find the plan most suitable to my needs. If necessary, he will research my question, make calls, and get back to me within the same day with the answer. I highly recommend Max and his firm."
BS
Brian
Starr
Massachusetts
★★★★★
"Max is very professional, knowledgeable, polite, understanding and helpful, it was my pleasure to go over my Healthcare needs with him, he really explained everything to my understanding ,in actuality Max has a God given ability and gift!!! JOB WELL DONE, I'M TOTALLY SATISFIED..!!"
GH
Gary Hughes
Florida
★★★★★
Max is very knowledgeable and professional in a friendly way. He is looking out for my best interest.
Linda
Richards
Maine
LR
★★★★★
Max is a great guy to work with. Very attentive, patient, and knowledgeable. Extremely helpful in navigating the health insurance and SSI issues, which can be quite confusing. He takes his time and is gteat with following up. I highly recommend Max.
Russ
Martin
Florida
RM
★★★★★
Max McGhee was extremely helpful with my health insurance needs
He explain all my options and listen yo my desires for doctors snd hospitals
Without Max my fitness benefits, dental benefits, hearing benefits and medical benefits would not be structured for me
Thanks
Max
Kevin
Fitzgibbons
Maine
KF