Our Process

Our Process

How we work with Our Clients

Our Process
Step: 1

How much do you need and when do you need it?

There is no set date on when you’ll retire. The old standard of retiring at 65 is not the reality for many people, and some people continue to work well into their 70s in order to get their savings to the point where they can retire. It can be difficult to determine exactly what needs to be done to set your retirement date. Maggio can help you determine how much you need and when do you need it to retire without worry.

Our Process
Step: 2

Take an in-depth look at your Financial Portfolio

  • A detailed and very comprehensive review of your existing portfolio
  • Instructions on how to increase your spendable income by reducing your overall tax burden
  • Advice on how to increase the odds of receiving investment returns
  • Exit and profit-taking strategies
  • A list of where your investments rank compared to other investments

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Our Process
Step: 3

Why Maggio Financial

VICISSITUDES

(Life’s ups and downs)

This is the first word I learned from my mentor in the Insurance Industry. It has served me well in managing my business.

Being an advisor in today’s world is composed of a skill set of educator, student, good listener, and most important is finding the next solution for my clients and prospects.

Our Process
Step: 4

Your Solution

Maggio Financial will provide you with a plan that will give you a guaranteed stream of income. Ready to start talking about your financial future? Call (309) 693-8538 to schedule an appointment with us today.

Why Choose us

Quality Services

Our mission is to provide solutions for wealth accumulation, using life insurance and annuities. This safety net allows for a more definitive timeline for accumulation and a flexible path of distribution.

Valuable Ideas

Being an advisor in today’s world is composed of a skill set of educator, student, good listener, and most important is finding the next solution for my clients and prospects.

Friendly

Creative Tenacious, Analytical, Humorous and being there for the life cycle of my clients and their family.