The 930 Plan

It's the day of love, and there's nothing we love more at Max It Out than making sure your future is secure. Give our team a call to schedule your initial consultation and we'll help get your money and retirement managed. https://bit.ly/3t4J7JS

Have you checked out the recent episodes of The 930 Plan podcast? Our founder, Chuck Omphalius, dives deep into how politics ties into money management and saving for retirement. Give them a listen here - https://bit.ly/32Bi7GP.

When was the last time you sat down and reviewed your spending habits? One of the keys to a successful financial strategy is making sure you're spending less than you're taking in and then finding the best ways to make the leftovers work for you. Let our team help! Set up your initial consultation and let us work with you to put together the best strategy to reach your personal goals. 930plan.com

Most people refer to those on K St. as lobbyists, but after listening to this 930Plan Podcast you may form a slightly different opinion. https://www.iheart.com/podcast/269-the-930-plan-podcast-87460497/episode/the-nightmare-on-k-street-91006424/

Interested in learning more about financial planning outside of one-on-one consultations? Our founder, Chuck Omphalius, is an instructor with Adult Financial Education Services (AFES) where you can increase your and gain a better lifestyle while preparing for a secure retirement. Learn more here: https://bit.ly/3HJSdzs

This we're talking about everyone's favorite time of the year - tax season! As we approach the end of the month, it's the ideal time to begin collecting all of your documents, whether you file with a tax professional or on your own; but did you know you should add another step into this game plan? Connect with our team to understand how your tax strategies can benefit you in the long run.

With inflation through the roof, and taxes only increasing – so are financial woes for hard-working Americans, worrying more than ever about how to make ends meet and less about how to save for their retirement. Tune in to the latest episodes of the 930 Plan Podcast to hear from Chuck Omphelius on how to build your retirement and insulate it from politics. Listen here: https://bit.ly/3eUT6sX

There's never been a better time to chat with your 930 Plan team. Let us help you further your portfolio and learn how you can best save for the future. Make your initial appointment today! https://bit.ly/3pg5rwj

Congratulations, you've made it half-way through January! With only 50 weeks left 2022, have you thought about financial goals you'd like to hit by the end of the year? We can help! Schedule your initial consultation today and we'll build you a custom plan designed to hit your goals. https://bit.ly/3pg5rwj

Career politicians get to shape the law, invest in companies that benefit from their policies and make wealth beyond your imagination. Is it time to revisit term limits? We explore that very conversation here: https://www.iheart.com/podcast/269-the-930-plan-podcast-87460497/episode/term-limits-91006426/

As 2021 fades into 2022, we wish you all a happy and prosperous new year. If you'd like to get a jump on your financial planning, we invite you to schedule your initial appointment with us - we're here to help!

Looking for something new to listen to post-holiday? Check out The 930 Plan Podcast and get the latest on how you can increase your financial security, just in time for a brand-new year. https://www.iheart.com/podcast/269-the-930-plan-podcast-87460497/