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) These plans work great to complement other disability offered by employers. • Long-Term Care We have lots of options to address health concern questions to ensure the right amount of care can be provided for the type of desired care. States I'm licensed in: • FL • GA • NY • NJ • CA • IA • OR Services I DON'T Provide: • Homeowner's insurance • Personal Umbrella insurance • Health insurance • Car Insurance Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
Contact
Please fill out your information