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.