Dial 833-MAG-REPORT (833-624-7376) to speak with a member of our team. In the 15-minute phone call, we’ll discuss your current retirement plan and if continuing the MAG REPORT is right for you.

In your first meeting with the team, we’ll take time to hear more from you about your situation, goals, and desires for your retirement plan. This is not a sales pitch, but our first opportunity to see if you’re a good fit to move on with the REPORT.

In this step, we dive into the Risks & Taxes your retirement account might face. Using our risk assessment, we’ll show you what current trajectory you’re on, and begin to discuss your options for moving forward in your retirement plan.

Now that you’re well-acquainted with our team and your plan, it’s time to formulate what you want to do moving forward. You’ll express your priorities and goals with our team, and we’ll put our system into action by creating your strategic plan.

In our final meeting of the MAG REPORT, we break down the first moves we’ll make when executing your strategic plan – giving you comfort and assurance that our fiduciary advisors and the experts alongside them will be acting out your completed plan in a way that gives you peace of mind for retirement.