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Your Financial Professional & Insurance Agent MAX WILLIAM PAULSEN
My approach.
Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
Let's keep in touch
We're here to help.
Protect what matters most, today and always.
Solutions to fit your needs.
Here to help you plan for today and tomorrow.
With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.
Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.
My Credentials:
Licensed to assist with:
Protect your family – now and into the future.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.
THE BRAVE OF HEART FUND
They protect our families. So let’s protect theirs.
Those on the front lines of this crisis are acting on their love to protect families and save lives. In response, we’re launching the Brave of Heart Fund with E4E Relief, a subsidiary of Foundation For The Carolinas, a Section 501(c)(3) public charity, which will provide for the families of healthcare workers in the event of death caused by the coronavirus.
Here's how I can help.
What drives us: agápē.
The concept of agápē – love taking action – has always been at the heart of New York Life, and is an ideal that I embody as an agent. Backed by a 175–year tradition of serving others, my goal is to help my clients put their love into action for their families and loved ones.
What drives us: agápē.
The concept of agápē – love taking action – has always been at the
heart of New York Life, and is an ideal that I embody as an agent.
Backed by a 175–year tradition of serving others, my goal is to
help my clients put their love into action for their families and loved ones.
What drives us: agápē.
The concept of agápē – love taking action – has always been at the heart of New York Life, and is an ideal that I embody as an agent. Backed by a 175–year tradition of serving others, my goal is to help my clients put their love into action for their families and loved ones.
Life is a journey. We're here to help you along the way.
Planning for retirement.
How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a policy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.
Getting married.
Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.
Growing your family.
With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.
I'm here to help. Contact me any time.
3255 WEST MARCH LANE SUITE 300, STOCKTON, CALIFORNIA 95219
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3255 WEST MARCH LANE SUITE 300, STOCKTON, CALIFORNIA 95219
MAX WILLIAM PAULSEN
CA Insurance License #4030395
Not licensed to sell in all jurisdictions.