Estate Planning, Financial, Insurance, Tax, Other
College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Is a Roth IRA Right for You, Legal Lessons for Life, Life Insurance and You, Preparing for Long Term Care, Reverse Mortgages, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
Consider us your extended family. For over 25 years, our expertise has guided individuals, families and businesses with all aspects surrounding their financial well-being, surpassing their targeted objectives. Our clients feel confidant in knowing they have direct access to our accomplished, reputable and trusted firm owners. Together, we implement customized solid judgement, objective advice, and comprehensive analysis. We identify your lifestyle wishes and financial goals to preserve and maximize all of your wealth management needs. Our disciplined investment philosophy coupled with multi-integrated solutions provide our clients with an impactful and cohesive financial strategy. Our philanthropy efforts including Maggi Gives Back, Federal Educators, and Maggi Veteran's Aid and Attendance are on-going, and prove our belief that the Tampa Bay community is part of our extended family. We're in this with you and are proud to offer you The Maggi Plan.