CUSTOMIZED REPORTS
FEATURED REPORTS
Through your affiliation with Maggi Investment Services, LLC or Maggi Tax Advisory and Financial Group you have access to cutting-edge software reports that clearly communicate complex financial concepts.
Allocation Roadmap TM Allocation Roadmap TM is an interactive online tool that provides insight into your cur- rent investment portfolio. By creating a detailed map of your current financial land- scape and charting possible routes to your desired finan- cial future, you can explore and dynamically review the impact of each potential route.
Color of Money The Color of Money report il- lustrates your risk exposure with your current assets, com- paring your existing level of risk with your desired level of risk. Classifying assets based on level of risk is a critical com- ponent to your overall retire- ment strategy.
Rule of 100 The Rule of 100 report provides a quick snapshot of how much of your retirement and investment accounts should be exposed to risk and potential loss based on your age. The illustrations found in the report provide a compari- son of your existing risk and de- sired risk level.
Analysis for:
Custom Life Policy Review The Custom Life Policy Review analyzes your current life insur- ance policy and helps determine if there may be a more suitable strategy available, and if so, pro- vides possible options.
Custom Annuity Policy Review
Found Money Report Gary & Sarah Sample Tuesday, June 26, 2018
Financial Overview
Presented by: Sample Advisor
The Found Money Report™ helps identify cost savings op- portunities that people routinely overlook through an analysis of your brokerage statements, tax returns and insurance policies. The information contained herein is not legal, tax, or accounting advice. For legal, tax, or accounting advice you should consult the appropriate professional, such as a lawyer, CPA, or tax advisor. The information provided in this document is for informational/educational purposes only and should not be relied upon to make any financial decisions. We are not affiliated with, or endorsed by, the Social Security Administration or any other government agency. 1
A snapshot of your finances.
This report looks at your current annuity to see if it still meets your needs, or if there is some- thing that might be a better fit.
Income Aviator Generating income during re- tirement is like flying through turbulence. If you are con- cerned about outliving your income, Income Aviator helps bring structure to an otherwise confusing concept. A retire- ment flight plan can illustrate how to partition retirement as- sets to maximize returns.
Morningstar Report Morningstar, one of the largest third-party rating agencies in the country, offers an unbiased analysis of your current invest- ments.
Portfolio Analysis Review Through our partnership with Gradient Investments, LLC, the proprietary Portfolio Analysis Review (PAR) process gives you a detailed breakdown and writ- ten analysis of your investment portfolio. The PAR process uses numerous tools to assess your investments and help you un- derstand the possible risks and rewards of your current financial situation.
Portfolio Pilot Learn more about how your as- sets are allocated and analyze the risk/reward ratio of your current portfolio. Assess your desired risk tolerance and con- sider alternative options within the 20 proprietary model port- folios available through third- party money manager Gradient Investments, LLC.
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