Maggi Tax Advisory Group Inc
Retirement Planning, Lutz, FL

The Maggi Plan is a comprehensive and easy-to-understand financial plan offered by Maggi Tax Advisory & Financial Group and Maggi Investment Services, LLC. It provides a single-point solution for all your financial needs, including tax planning, insurance planning, income planning, investment planning, and more.

Maggi Tax Advisory & Financial Group offers a wide range of services, including:

- Tax planning and preparation

- Medicare and Social Security planning

- Roth/IRA conversions

- Insurance planning, including life, health, and annuities

- Final expense insurance

- MYGA investments

Maggi Investment Services, LLC offers:

- Income planning

- Estate/legacy planning

- Investment planning

- 401(k) rollover management

The Maggi family forms the core of the company. Robert Maggi is the founder of Maggi Tax Advisory & Financial Group and Federal Educators, specializing in tax and insurance planning. Chris Maggi, his son, is the owner of Maggi Investment Services, LLC and focuses on financial planning and investment management. Darren Maggi, another son, is a licensed insurance agent and office manager. Kirk Agius, a licensed insurance advisor, specializes in life, health, annuities, Medicare enrollment, and Social Security maximization. 

Maggi Tax Advisory & Financial Group considers themselves an extension of your family, dedicated to guiding individuals, families, and businesses toward financial well-being. Their mission is to build close personal relationships with clients, providing personalized financial strategies to help them achieve their financial goals. 

Maggi Tax Advisory & Financial Group takes a "holistic approach" to financial planning. This means they consider all aspects of your financial life – taxes, insurance, investments, and more – to create a comprehensive plan that meets your individual needs. 

 Yes, Maggi Tax Advisory & Financial Group offers complimentary financial seminars, webinars, and media appearances covering various financial topics like tax planning, Social Security, Medicare, empowering women, and federal employee benefits.

Maggi Tax Advisory & Financial Group has three offices serving the Tampa Bay area:

Palm Harbor, FL

Lutz, FL (Tampa)

St. Petersburg, FL