🎉 You're booked — Max will be in touch!
Your appointment request has been received. Max will reach out within one business day to confirm your time and meeting details.
Here's exactly what happens next
Max confirms your appointment
He'll call or email you to lock in a date and time, and confirm whether you're meeting by phone, Zoom, or in person. Expect a call from a 774 number - it's Max directly, not a call center.
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Within 1 business day
Max gets to know your full picture
This first meeting is all about you. Max will ask about your savings, your goals, your current coverage, and what's keeping you up at night. No paperwork, no pressure - just a real conversation so he fully understands your situation.
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Appointment 1 - discovery
Max builds your personalized retirement plan
This is where Max does the work. He shops 250+ carriers, runs the numbers, compares options, and puts together a plan built specifically around your life - not a generic template.
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Between appointments
Max presents your custom retirement plan
Max walks you through everything he found - your options, the numbers, the tradeoffs. You ask every question you have. Then you decide what's right for you, on your timeline, with zero pressure.
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