We utilize the New Generation Retirement® system to offer a holistic approach to retirement planning that incorporates the three hallmarks of our company: fiduciary, transparency and technology.

One of the greatest gifts you could give your loved ones in their time of grief is Final Expense Insurance. We are independent and licensed with several final expense carriers and will find the best coverage for you and your family.

One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.

We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.

Maggi Tax Advisory & Financial group is not affiliated with or endorsed by the Social Security Administration or any government agency.

While there is no shortage of things to plan for in retirement, it’s critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.

Our Roth conversion report will analyze whether a Roth conversion is appropriate for your financial situation or not. We take into consideration the effect of converting available retirement assets, paying the conversion tax with other assets, and allowing the Roth IRA to grow.

As an independent insurance firm, we are able to shop dozens of insurance carriers to find rates and product solutions to fit your specific needs and goals, meaning we are not relegated to simply one line of products or one brand name. In addition, we offer complimentary reviews on your existing life insurance contracts.

Our Color of Money report measures your investment strategies on a scale of three different levels: red (high risk/growth opportunity), yellow (intermediate risk), and green (safe). This allows us to sort and visualize your retirement assets and strategize accordingly, providing you with a clearer picture of what your retirement will look like.

While every woman’s situation is different, there are a few factors that tend to make retirement different for women than it is for men. Empowering women for financial success helps address some of the unique challenges they may face in retirement.

Multi-year guaranteed annuities offer a guaranteed fixed interest rate for a pre-determined number of years. Work with Maggi Tax to gain the MYGA edge today.