What to Expect
Unlike past generations, most Americans today don’t have the peace of mind of receiving a pension in retirement. This means the burden of financial planning for retirement falls heavily on us as individuals. That’s where Maggi Tax Advisory & Financial Group comes in.
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.
As a fiduciary, we’re obligated to provide the appropriate products, services and recommendations based on each of our client’s best interests. In doing so, we offer full transparency in our strategic planning, providing you with direct access the technology you need to manage and access your unique retirement plan.
When you partner with Maggi Tax Advisory & Financial Group for your retirement planning, we’ll walk through the five important steps of the New Generation Retirement® system:
- Choosing a Financial Services Professional – understanding how to select the right financial services professional and introducing the New Generation Retirement® system
- Fact and Feeling Finding – utilizing the Color of Money Risk Analysis and Strategy Assessment to discover your financial well-being and expectations
- Strategy – crafting a comprehensive retirement plan unique to your needs, including: asset allocation and risk, income planning, asset maximization, legacy planning, and tax strategies.
- Solutions and Executing – offering personalized documents and forms with e-signature capabilities to incorporate your customized plan through our easy-to-use online dashboard
- Ongoing Relationship – providing long-term client care and objective advice to preserve and maximize your financial goals and well-being
We’re in this together. Contact our team today to get started on your personalized retirement plan.