Terms & Conditions

1. Acceptance of Terms

By accessing or using the Maks4Max Financial Services website (maks4max.com) or engaging with any of our services, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, please discontinue use of this website immediately. Maks4Max Financial Services reserves the right to modify these terms at any time without prior notice. Continued use of the site following any changes constitutes your acceptance of the revised terms.

2. Nature of Services & Licensure

Maks4Max Financial Services is operated by Mahesvar AKS, a state-licensed professional registered with the SEC as an Investment Advisor Representative (CRD # 8134897). Investment advisory services are offered through Fusion Capital Management. Our directly licensed services include:

• ·Wealth Management & Investment Advisory (through Fusion Capital Management)
• ·Health & Life Insurance (CA Lic# OM73215)
• ·Retirement & Annuity Planning
• ·Alternative Investments
• ·Tax-Advantaged Savings Strategies
• ·Kids College Planning (tax-advantaged accounts)
• ·Mortgage Loan guidance (COM # 2531792)
• ·Notary Services
• ·Travel Insurance

For services outside our direct licensure — such as estate planning legal documents — we refer clients to respective licensed professionals including licensed attorneys. We are advisors to Netlaw for estate planning purposes. All estate planning documents (wills, trusts, powers of attorney) are prepared solely by licensed legal professionals.

3. Not Legal Advice

Maks4Max Financial Services and its representatives are not licensed attorneys and do not practice law. Nothing on this website or communicated during consultations constitutes legal advice. Estate planning guidance provided by Maks4Max is advisory in nature only and is executed through our referral relationship with licensed legal partners. Clients requiring legal services will be referred to appropriate licensed attorneys.

4. Investment Disclosures

Investment advisory services are offered through Fusion Capital Management, an SEC-registered investment advisor. Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal. Information shared on this website regarding markets, investment strategies, or financial products is provided for general educational and informational purposes only and does not constitute personalized investment advice. No content on this site should be construed as a solicitation or offer to buy or sell any security.

5. Suitability

All product and service recommendations made by Maks4Max are based on a thorough suitability assessment tailored to each client's individual financial situation, goals, time horizon, and risk tolerance. We do not recommend products or strategies that are not appropriate for a client's specific circumstances. Clients are encouraged to disclose all relevant financial information to ensure the most suitable recommendations.

6. No Client Relationship Without Agreement

Use of this website, submission of a contact form, or scheduling an appointment does not, in itself, establish a client-advisor relationship. A formal client relationship is only established upon the execution of a written advisory agreement or engagement letter signed by both parties.

7. Website Content & Accuracy

The information provided on this website is for general informational purposes only. While we strive to ensure accuracy, Maks4Max Financial Services makes no warranties or representations, express or implied, regarding the completeness, accuracy, reliability, or suitability of any information on the site. Content is subject to change without notice.

8. Third-Party Links

This website may contain links to third-party websites. These links are provided for your convenience only. Maks4Max Financial Services does not endorse, control, or assume responsibility for the content, privacy practices, or availability of any third-party websites. Accessing linked sites is at your own risk.

9. Intellectual Property

All content on this website — including text, graphics, logos, images, and the overall design — is the intellectual property of Maks4Max Financial Services unless otherwise noted. You may not reproduce, distribute, or use any content without prior written permission from Maks4Max Financial Services.

10. Limitation of Liability

To the fullest extent permitted by law, Maks4Max Financial Services, its principals, employees, and affiliates shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from your use of, or inability to use, this website or our services. This includes, without limitation, damages for loss of profits, goodwill, data, or other intangible losses.

11. Governing Law

These Terms and Conditions are governed by and construed in accordance with the laws of the State of California. Any disputes arising under or in connection with these terms shall be subject to the exclusive jurisdiction of the courts of the State of California.

12. Contact

For questions about these Terms & Conditions, please contact us:

Maks4Max Financial Services
Mahesvar AKS (@MAKS) — Principal Advisor
Phone: 805-296-2269
CRD # 8134897  |  CA Lic# OM73215  |  COM # 2531792