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Meet The Team
Rick Everett
Host | Financial Advisor
Rick is an excellent communicator and the host of Eye On Retirement. With 20 years of broadcast experience and financial advising in his arsenal, he is the perfect combination of retirement planning knowledge and on-screen charm.
Rick would love to meet with you for your MAG Report.
Taxes & Estate Planning
Joshua Cicora
CPA
Gerald Eidelman
J.D., LL.M.
Estate Planning Attorney
Doug Tschauder
J.D., CFP
Estate Planning Attorney
Health Insurance Agents
Mark Benefiel
Cory Hiebert
Trey Basa
Ready For Your MAG REPORT?
Ready For Your MAG REPORT?
Our lines are open 24/7 to schedule Step 1 of the report.
Call us or click “Get Started” and we’ll contact you.
What is the MAG REPORT?
Market Advisory Group Retirement Evaluation Process, Other Risks & Taxes
Our revolutionary 5-step retirement plan system was designed with you in mind. Named after our parent company, Market Advisory Group, the report is a helpful and guided process that focuses on your goals, your needs, and your next steps.
STEP 1
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.
STEP 2
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.
STEP 3
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.
STEP 4
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.
STEP 5
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.
Hungry for more?
Check out more shows in the Market Media Network.