“The Financial Education Partnership” Nonprofit 501(c)3
We Love What We Do, And We Do It Well
Tune in to WFLA970 on Saturdays at 5 a.m. and 5 p.m. to hear us talk live about strategies for a tax free retirement!
Money represents more than the paper it’s printed on. It is the embodiment of your time, your talents and your commitments. It buys the food you eat, the house you sleep in and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire.
Our company is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. We take a Tax Advisory Approach in helping you with Strategies & Concepts to receive an income that is Tax Free during your retirement years. We help consumers enjoy the retirement lifestyle of their dreams, we provide those who are entering retirement or have already retired with a community business that cares about protecting their retirement assets. We will take the time to find out your individual needs and goals in order to provide you with a secure and worry-free retirement.
Congratulations! You are on your way to lowering your tax bill!
Are You On Track For Retirement?
Complete the Maggi Financial 10 Question Assessment
About Our Book and Learning Library
Ever wished you had an easy-to-understand retirement manual with information to help achieve the comfortable and fulfilling retirement you’ve worked hard for? Look no further!
Our retirement manual will:
Take the unknown out of retirement planning,
Provide a firm understanding of a solid retirement strategy,
Teach you how to bridge the income gap caused by retirement,
and much, much more! Over 1,000 copies sold!
Our Retirement Learning Library is designed to help educate our community with the most common financial mistakes that we see in our practice.
We believe in educating people about their money and we aim to do just that! Our library of topics can help you determine where to get started in a retirement planning process.
Each topic covered will allow you to receive some basic information and once you are registered and logged in to our system you will gain complete access to the full training suite. There is no cost of obligation…only opportunity.
Get The "Maggi Plan" For Your Retirement
The Maggi Plan will help you meet your financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our practice by creating close personal relationships with our clients. When you have financial concerns we want to help them address them.
We believe in educating people about their money. This site is designed to act as a learning library to help educate our community with the most common financial mistakes that we see in our practice.
Many people trigger their Social Security benefit at the wrong time. Don’t be one of them! This website will provide you with the information and tools you need to know when and how to file so you can maximize your lifetime benefit.
If you currently have an annuity but you’re not entirely confident it’s the right one for you, it’s time to re-evaluate. Making sure your past financial decisions are still in line with your current goals is always the right choice.
Since you first started earning a paycheck, having a tax-free income has probably always seemed like a dream, but what if it didn’t have to be? This website will help guide you through the steps required to see if you can make that dream a reality and secure your retirement future.
Many clients are confused about the fees and loads in their account. This website will help you get an x-ray of your accounts. Stop paying unnecessary fees and high commissions.
If you are not sure if you are on track for retirement or if you are in retirement and need help. Take the 10 question assessment and get answers to your questions.
Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place … that is easily accessible!
Our Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information.
Generational Vault is available 24/7, making your essential documents readily accessible at the click of a button.
Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.
Our Latest Broadcasts
Tax Free Retirement, WFLA, January 5, 2019
Tax Free Retirement, WFLA, December 29, 2018
Tax Free Retirement, WFLA, December 22 , 2018
Tax Free Retirement, WFLA, December 15, 2018
In The News
We're A Team That Adores What We Do
Robert Maggi is the founder of Maggi Tax Advisory & Financial Group. Maggi Tax Advisory & Financial Group is a tax planning and insurance company providing financial expertise to individuals and businesses. As a father and son team, we have the experience and expertise to provide investors custom tailored investment strategies to meet short and long-term goals of our clients financial needs.
As a fiduciary, Chris Maggi is the owner and investment advisor representative of Maggi Investments Services, LLC. Maggi Investments Services, LLC is a fee based registered investment advisor providing financial planning and third party asset management.