Maggi's Tax Advisory & Financial Group

Custom Annuity
Policy Review

Step One: Answer the questions below:

  • Does your annuity cause you stress?
  • How many dollars go towards hidden fees?
  • Will you lose money with a market downturn?
  • How does your annuity compare with what’s available TODAY?
  • Who benefits most from your annuity?
  • If available, would you be interested in a 2nd Opinion?

There is no better time than now to re-evaluate where you are currently and determine if your past decisions are still in alignment with YOUR current goals. This evaluation isn't just about making changes - it's about having a real understanding of where you are and what you own.