Technology that drives customer experience and operational efficiency keeps our costs down, which results in lower fees for our clients.
Maximum Service At Minimum Cost
$385,440.00
In Accumulated Fee Savings
$15 Monthly Subscription
or
$144 Annual Subscription
To put our fees in perspective:
The average hourly planning fee is $268/hr.
The average assets under management fee is 1.05% per year on your account balance.
Finally the average subscription rate is $215/month.
Our fees are 10-15x less than industry average.
Price is what you pay, value is what you get.
Transparent pricing, predictable costs, fiduciary standard with a human advisor, digital self service and AI driven insights.
Tax aware, goal driven comprehensive financial plan with scenario analysis (MAX) - Retirement, College, Mortgage Payoff, Major Purchase.
Portfolio construction with a goals based allocation.
Semi annual financial plan updates.
Estate/Legacy planning overview and beneficiaries check.
Advanced planning: education funding, mortgage optimization, retirement horizon planning.
Tax optimization coaching (tax efficient withdrawals, contributions).
Access to our network of lawyers, accountants and insurance specialists.
© 2025 JH Kaufman. All rights reserved.
Maxg2 is a dba for JH Kaufman llc an IL and CA State Registered Investment Advisor. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the Firm for further information.
Contact
531 Mallard Lane
Deerfield IL 60015
Patrick@maxg2.com
ABOUT Maxg2
Founded in 2017, we are a premier advisory firm that redefines and elevates the financial services experience for the benefit our clients, not ourselves.