We continue to be here for you during these challenging times. Whether it be via phone or teleconferencing, you can click here for your meeting. We welcome the opportunity to serve you.

Serving all of Tampa Bay
Hillsborough (813) 909-0022 | Pinellas/Pasco (727) 799-1701



6 Common Questions About Social Security

Navigating through social security benefits is not easy! That is why it is helpful to have an experienced financial advisor on your side who can help navigate you through the process. Here we take a moment to answer some of the most common questions we receive about Social Security benefits. 1) What is social security?…

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What to Do If You Missed the Tax Deadline?

The pandemic has complicated everything, so why shouldn’t your taxes be any different? This year, the deadline to file 2020 taxes is May 17, 2021, but even with the extra month, filing on time may be a challenge. So, what’s next if you miss the tax deadline? First thing is, don’t worry. It’s not the…

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How Does Covid-19 Affect Your Taxes?

Covid-19 affected every aspect of our everyday lives last year, so, why wouldn’t it impact the 2020 tax season as well? If you’re starting to file your taxes and are curious to know how the pandemic will impact your tax bill, here are a few key points to consider. The Tax Season Start Date Typically,…

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How to Minimize Taxes in Retirement

When it comes to money every penny counts, especially when you’re retired! Fortunately, there are plenty of ways to save money in retirement by minimizing your tax bill. The financial advisors at Maggi Tax Advisory and Financial Group offer tips on how to do just that… Diversity your accounts. When you withdraw funds from accounts such as traditional…

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5 Key Components To Good Estate Planning

One of the most confusing and hard to execute elements of a solid financial plan is the estate plan. From the complex legal documents to the challenges of maximizing the benefits left to heirs, and the personal relationships that must be considered, estate planning is no easy task. To help make the process seem less daunting,…

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Palm Harbor, FL 34685

(727) 799-1701


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Lutz, FL 33548

(813) 909-0022

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St. Petersburg, FL 33713

(727) 799-1701

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