Retirement Savings
For high-income earners who want to maintain their lifestyle in retirement. A strategy that protects your income and matches your contributions - three to one.
For every dollar you put into your retirement plan,
the bank puts three
Employee Group Benefits
An incentive strategy that benefits employee and employer in a superb tax-advantaged manner. Helps attract and retain top talent and secure the future of your business.
Multi Generational Benefits
A compelling solution for the high-net worth individual who want to pass on their wealth to the next generation. An elegant and creative solution when few options exist.
We at Maxi Wealth strive to present our clients with unique life benefits and retirement options. For several years we have been watching the trends and tracking the results of hundreds of plans out there, and can safely conclude that we have selected the few best in-class retirement & benefit plans. Whether you're a young successful business owner, or are close to retirement, we surely have a plan that will benefit you, your family, and future generations.
~Alexander Markowits, LIA
Introducing
Get to know Maxi Wealth Plans
