Invaluable Financial Planning Services on Education Funding and Real Estate Matters

Amerimax Financial Planning provides unmatched financial planning services for education funding and real estate matters. As a full-service certified financial planning firm, we help people navigate important decision-making moments involving important financial priorities.

Education Funding Strategies

Certified Financial Planners® guide and support individuals and families in customizing education funding strategies for their children or themselves. These strategies may include 529 plans as well as available tax credits. Our goal is to help clients understand their options and plan for education expenses within the context of their overall financial picture.

Real Estate Services

We offer comprehensive, professional real estate services to support clients with financial decisions related to real estate matters. Put our 30 years of experience to work for you.

Insurance Planning

Our financial planning firm will review all of your insurance policies to help ensure they are up to date and properly structured for your needs. This includes beneficiary arrangements and buy-sell agreements.



About Us

Amerimax Financial Planning has been in business since 1996. Leveraging innovative industry technology, we provide the highest level of service to a diverse clientele nationwide. Our services aim to empower clients with information and support to become confident decision-makers for their financial future.
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Partner with Us Today

Discuss your educational funding objectives or real estate goals and discover how our Certified Financial Planners® can help you achieve them. For top-notch financial planning services involving education funding and real estate matters, feel free to connect with us today.
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