About Us

Full Bio (click here)

Lifestyle Planning is a financial advisory firm that specializes in, and focuses on, helping hard-working people maximize their returns and minimize their taxes. Max Linn is the president of Lifestyle Planning and works with many of the top CPA’s and legal firms throughout the country. Mr. Linn emphasizes a team approach and prefers working with the prospective clients’ current CPA’s, attorneys and trusted advisors.

First appointments and interviews are structured and concise, in order for potential clients to make a logical and informed decision on whether to move forward or not.