Matt Magnani, Financial Services Professional
Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
Services:
Services I Provide: • Full Portfolio Assessment Investment accounts (stocks, bonds, mutual funds, annuities, etc.) Retirement account reviews (IRA, 401k, ROTH, rollovers, etc.) Macro Balance strategy (tax/risk mix and portfolio diversification) • Life Insurance (Temporary and Permanent) Ideal for mortgage/income protection Surviving spouse and children Tax benefits/retirement income Child Gifting (creating tax-free generational wealth) Business Solutions Key Man policies Buy-Sell Agreements Executive/employee bonuses at little or no cost to the employer Employee Whole Life • Individual Disability Insurance (Long Term) • Long-Term Care States I'm licensed in: • All 50 states Services I DON'T Provide: • Homeowner's insurance • Personal Umbrella insurance • Health insurance • Car Insurance Member FINRA/SIPC
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