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Andy provides the financial planning and services you need - services that can help you exit your business with confidence, and retire with the right lifestyle.

 

  • Retirement income planning
  • Conservative asset management
  • Risk management and income protection (insurance)
  • Tax reduction methods (and legal tax avoidance)
  • 401(k) and pension plan rollovers


These are steps you need to take. Maybe you've taken some, maybe others you've wanted to take for years. CPAs, attorneys, business advisors and insurance agents call Andy so their clients can plan to step forward confidently into a finer financial future. 

You can take these steps at Andy's office, located in the heart of Lilburn. The motto of Maximum Wealth Management, Inc. is "maximum wealth with minimum taxes," and the company practices an integrated style of financial planning that seeks to work synergistically to provide you with the best after-tax return. 

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Andy can help you preserve your financial well-being. Come to his neck of the woods - call or e-mail Andy McClung today.