Welcome to

Mav Wealth Group

At Mav Wealth Group, we bring time-tested and advanced financial strategies together to help families build and protect their wealth, even in challenging economic times.


We're financial mavericks, employing a forward-thinking approach, guiding you as trusted advisors, on a path toward lasting financial strength, just like the wealthy have done for generations.

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45-minute

no-obligation

financial strength review.

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You'll also receive The 9-to-5 Fugitive,

our free weekly newsletter where we discuss wealth building and preservation, entrepreneurship & side gigs, financial independence, and retirement.

Our Services

Wealth Building Advisory

- Risk vs Reward

- Roth IRA transfers

- Retirement Income Planning

Wealth Preservation Advisory

- Tax-free and tax-deferred strategies

- Business Planning (tax strategy, insurance)

- Estate Planning

- Long-term Care

Retirement Products

- IRAs, Roth IRAs, 401k's

- Indexed Universal Life

- Fixed Index Annuities

- 1035 Exchanges

Protection Products

- Term and Permanent life insurance

- Key Person Insurance

- Medicare Advantage

- Final Expense

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We're passionate

When you work with us,

you're working with:


  • Business Owners
  • Real Estate Investors
  • Certified Annuity Specialists
  • Certified Futures and Options Analysts (CFOA)
  • Licensed Life and Health Insurance Professionals
  • Medicare Advantage and Final Expense Specialists
  • Retirement Income Certified Professionals (RICP)

Our mission:

No family left behind

The rich get richer because they were taught through their generations how to build their wealth AND keep it safe from economic downturns, recessions, and depressions.


Our mission is to help more families know what they know, and accomplish this same financial security for themselves.

Jeff Klopfenstein, Founder & Principal

About Us

With over two decades of experience in corporate tech and consulting, and over 10 years in investing and trading, I made the decision to break out on my own, to help others build and preserve wealth.


I've positioned Mav Wealth Group as an independent financial services agency to give our clients unbiased insights and access to a variety of financial products.


Through our broker affiliations and provider appointments, our group has alliances with the largest financial firms in the world.

Who we work with (plus over 100 more)

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Common Facts and Questions

  • What's an Annuity?

    Definition of Annuity = a contract with an insurance company.

    They're also referred to as “Personal Pension Plans”

    There are 2 Main Types: “Walk Away” and "Lifetime Income".


  • Why would I want an Annuity?

    1. Averages 4-7% Rate of Return 
    2. Locks in the Gains 
    3. Death Benefit
    4. Tax-Deferred Growth 
    5. Principal Protection 
    6. No Penalties for Rolling Money Over
    7. Guaranteed Income for Life
    8. No Management Fees 
    9. Avoids Probate
    10. Potential Bonus 3-5% 

    Note -

    There is a fee when adding a living benefit rider to the contract, which is an underlying guarantee on future retirement income

    Also, exact rates depend on company and current rates .

  • What’s a 0% interest wash loan?

    These are a special type of loan available on Indexed Universal Life insurance policies that essesntailly enables you to access your funds tax-free.  This is 1 of only 3 truly tax-free retirement income strategies that exist in the US.

  • What is Indexed Universal Life (IUL)?

    A permanent Life Insurance policy with Cash Value that grows tax-deferred. However, structured correctly, withdrawals are tax-free. Death Benefit is tax-free. 


    Commonly used for:

    Life Insurance

    Retirement Planning

    College Planning

    Business Planning

  • Why would I want an Indexed Universal Life policy?

    1. Permanent Life Insurance
    2. Tax Free Death Benefit
    3. Tax-Deferred Growth
    4. Compounded Interest
    5. Tax Free Cash Value Withdrawals
    6. Upside growth potential
    7. Downside Protection- Can Never Lose Money!
    8. Locks in your Gains (“The Annual Reset Provision”)
    9. No minimum age or income requirement
    10. No mandatory distribution (No 59 ½ or 70 ½ Rule)
    11. Access at any age
    12. Protection from lawsuits, creditors, judgments, tax liens, bankruptcies 
    13. Riders available: Long Term Care, Terminal Illness
    14. Does not create taxation of Social Security Benefits
    15. Avoids Probate

  • How does a 401k compare to a Life Insurance Retirement Strategy (LIRS)?

    401k distributions are subject to penalties and taxes if you access the money  before 59 ½. Also, after 59 ½ you will still have to pay state and federal income taxes, which  could be substantial. The LIRS option is a tax-free alternative for future retirement income.

  • What is Long-Term Care (LTC)?

    LTC is a variety of services which help meet both the medical and non-medical needs of people with a chronic illness or disability who cannot care for themselves for long periods.


    Long-term care can be provided at home, in the community, in assisted living facilities or in nursing homes.

  • How is Long-Term Care (LTC) part of a Wealth Preservation strategy?

    LTC is expensive and the cost continues to grow over time. 


    By 2036, assuming just a 3% annual inflation rate of increase, the cost of home health care, at 40 hours per week, will have an estimated cost of over $80k per year; over $78k for Assisted Living, and over $166k for a nursing home.


    If you need care, where will this money come from?


    FACT: 70% of Americans age 65 and older will need LTC.