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About Our Financial Planning Services

Buy a new house in your favorite neighborhood or save money for a comfortable retirement by requesting our guidance through our financial planning services. Since 1996, Amerimax Financial Planning has helped individuals and families plan for every stage of their financial lives. Our full-service certified financial planning firm is based in Newport Beach, CA, and serves clients nationwide—combining experienced advice with modern planning technology to deliver responsive, high-quality service.
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Our Expertise

Our Certified Financial Planners® provide expert guidance across the key areas of your financial life, including the following: • Wealth Advisory • Tax Strategies • Retirement Planning • Trusts and Estates • Education Funding Strategies • Real Estate • Insurance We work closely with you to understand your priorities and long-term needs. Then we build a plan around them and give you the insight to make confident decisions about your financial future.

Getting Started

If you have questions about our services or want to know how comprehensive financial planning works, contact us today. Our experienced team can answer your questions and work with you to build a secure financial future. We ensure all our clients have the right tools and knowledge to make wise, confident financial decisions that protect their and their family’s future.
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