We Build You a Plan for Spending,
Not Just Saving
We want you to enjoy your retirement instead of being afraid to touch it. Watch this video to see how you can spend with confidence and a real strategy.
Our promise. More retirement income, lower fees, and a tax‑optimized plan. Or your first year of planning fees are free.
Real Oregon and California clients
"Over the next several years Dan helped make decisions about stock trading and life insurance. We have always been treated as VIPs. Recently, when we needed to begin to draw down some of our investments, I apologized to Dan for diminishing our holdings. His response was "Isn't that why we created these investments? So, you could enjoy retirement."
"Dan Kutzkey, Maxwell Financial Group, has provided me many years of excellent advice on my retirement investments and on major life events. He is very knowledgable, up to date, and treats his customers very well. He seems more of a lifelong friend than a trusted financial advisor. I highly recommend MFG services to anyone."
"For nearly two decades, my wife and I have been very well-served by Dan Kutzkey's financial services. Thanks to Dan's attention, our long term goals are being met and Dan's deep knowledge of our evolving goals are changing investment opportunities has positioned us very well."
30 minutes, one on one.
No call center. No junior associate.
No cost. No catch. No sales pitch dressed up as a review.
Hours of an advisor's time, a stack of paperwork, and a sales pitch.
Nothing.
When you get your Freedom Spending Analysis today, you will also receive
A copy of your Freedom Spending Plan to keep.
A written breakdown of your 6‑Layer Income System.
A short guide on Oregon & California retirement tax rules.
Get your free Freedom Spending Analysis
30 minutes, one on one. We'll find your exact spending number, stress test it against a down market, and walk through your 6‑Layer breakdown.
No cost · No obligation · Fiduciary standard
This information has been provided by a Licensed Insurance Professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. This information is not sponsored or endorsed by the Social Security Administration or any government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims paying ability of the issuing insurance company.