Maxwell Insurance & Financial Services, Inc.

Maxwell Insurance & Financial Services, Inc. “Sound planning requires expecting the best but preparing for the unforeseen.” -Anonymous Insurance Licensed in: California Insurance License # 0B16280 2.

At Maxwell Insurance and Financial Services, it is our goal to make a positive difference in the lives of our clients. We are dedicated to building long-term relationships by offering high quality of customer care and knowledgeable financial advice to guide our clients to retirement and beyond. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. I

f references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. Maxwell Insurance & Financial Services, Inc. and the Mutual of Omaha companies are not affiliated. 6. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 7. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. 8. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.

Medicare decisions are not just about coverage, they are about timing.This AARP guide breaks down the key Medicare deadl...
09/02/2026

Medicare decisions are not just about coverage, they are about timing.

This AARP guide breaks down the key Medicare deadlines and enrollment windows that can impact your coverage, costs, and even potential penalties.

I often see how confusing these timelines can be. Medicare is not automatic for everyone, and the decisions you make around enrollment can have long-term financial implications.

Having a clear plan in place can help you avoid unnecessary costs and make sure your coverage aligns with your needs.

If you are approaching Medicare eligibility or have questions about your options, I am here to help.

As fewer and fewer retirees get their Medicare cards automatically, more face decisions that could affect their Medicare coverage and potential monetary penalties.

A 401(k) is a great starting point for retirement, but it may not be enough on its own.While these accounts offer valuab...
08/31/2026

A 401(k) is a great starting point for retirement, but it may not be enough on its own.

While these accounts offer valuable tax advantages, they often come with contribution limits and a limited range of investment options. Expanding beyond your employer-sponsored account can create more flexibility, additional growth opportunities, and stronger long-term protection.

This article breaks down why a more well-rounded approach matters.

Explore whether your 401(k) alone can secure your retirement and learn smart ways to diversify and boost your retirement readiness.

Planning for final expenses isn’t easy—but having information ahead of time can help ease the burden on loved ones. I fo...
08/29/2026

Planning for final expenses isn’t easy—but having information ahead of time can help ease the burden on loved ones. I found this article helpful because it explains what goes into the cost of a funeral and what families may want to plan for in advance.

Several factors affect the cost of a funeral, starting with choosing between burial and cremation. Even in that decision, there are quite a few things to consider.

Permanent life insurance can mean different things depending on the type of policy. Whole life and universal life both o...
08/28/2026

Permanent life insurance can mean different things depending on the type of policy. Whole life and universal life both offer lifelong coverage, but they work a bit differently. This article clearly explains how each type works, what sets them apart, and how to think about which may align with your long‑term goals.

Permanent life insurance offers lifelong coverage and a cash-value component. This article outlines the various types of permanent life insurance, highlighting their key similarities and differences, and guides you in choosing one that suits your needs.

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s ...
07/18/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4aW4vpQ

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth be...
07/13/2026

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth behind this misunderstood animal.

Watch as Mutual of Omaha’s Wild Kingdom Protecting the Wild Co-Host Peter Gros goes on a shark expedition with conservationists to help track bull sharks. https://mutualofomaha.co/4aPac8O

Happy 250th birthday America! Wishing you and your family a happy and safe Fourth of July! Hope your day is full of good...
07/04/2026

Happy 250th birthday America! Wishing you and your family a happy and safe Fourth of July! Hope your day is full of good company, good food and a great fireworks show.

A summer trip to one of our country’s national parks is a time-honored tradition. Click on the link to explore Wild King...
06/22/2026

A summer trip to one of our country’s national parks is a time-honored tradition. Click on the link to explore Wild Kingdom Co-Host Peter Gros’ favorite parks, get smart tips for making the most of the outdoors, see what to pack before you go and more. https://mutualofomaha.co/4dCrrw0

Go to Mutual of Omaha’s Wild Kingdom YouTube channel to find everything Wild Kingdom in one place — full episodes, video...
06/08/2026

Go to Mutual of Omaha’s Wild Kingdom YouTube channel to find everything Wild Kingdom in one place — full episodes, video shorts, podcasts and more! Click on the link to subscribe today. https://mutualofomaha.co/4e5je2g

05/25/2026

Let’s take a moment to pay tribute to the courageous men and women whose unwavering commitment and ultimate sacrifice have helped protect and preserve the freedoms we cherish.

Address

1378 Hilltop Drive
Redding, CA
96003

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15302210441

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