Please take a moment to learn about my approach to solving the top two concerns of retirees today.
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About Us |
Sal Maga | Retirement Planning Specialist
Sal Maga is a licensed financial / insurance professional and has spent well over 20 years in this industry. It is truly a pleasure for Sal to educate his clients on the different ways to protect and grow their retirement nest egg, provide them with income that can’t be outlived, build a financial legacy and to have peace of mind for their retirement.
Sal prides himself in being an independent professional versus being a captive broker which limits how they can help clients prepare for retirement. Being independent allows Sal to work specifically for his clients and not for the financial companies. Sal believes that each client’s situation is unique which means one size does not fit all in providing clients with much-needed solutions to secure their retirement. Sal has also hosted his own retirement show which discusses safe money and income options which have aired on several popular radio stations. Sal makes it his number one priority to educate clients and provide them with solutions when it comes to retirement planning, income planning, tax planning, and long-term care planning (without buying long-term care). During Sal’s career, he has worked with other financial professionals throughout the country teaching them how to help their clients optimize their retirement wealth and social security benefits. Sal considers it an honor and privilege to provide clients with the financial security they need and deserve. At the end of the day, which makes everything well worth it, Sal enjoys spending time with his family and friends. |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Educational Events
We regularly host informative and educational workshops
throughout our community about retirement and income solutions. We invite you to learn more at an upcoming event. |
We Love To Meet New People!