Mon-Fri 9am-5pm
(510) 285-9454
consult@mayenitalia.com
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Ready to unlock the power of a tax-free retirement? Schedule a no obligation consultation to see if you qualify.
Learn How to Create the Foundation for a Tax-Free Retirement
Why Choose Us?
How We Can Help
Here are some reasons why clients chose to work with me and my team and how we can help you too!
Personalized Approach: We take the time to listen to our clients' needs and assess their specific circumstances so we can provide them tailored solutions that align with their goals.
Trust and Reliability: Our commitment to professionalism, integrity, and ethical practices establishes a strong foundation of trust, making clients feel confident in our guidance.
Extensive Market Knowledge: We stay updated on the latest industry trends, policy offerings, and regulatory changes. This allows us to educate clients about the options most suitable for their needs.
Ongoing Support and Review: We proactively reach out to clients to regularly review their policies to ensure they remain adequately covered as their circumstances change.
Excellent Customer Service: We understand the importance of being responsive, attentive, and empathetic to our clients' needs. We believe that
promptly addressing their inquiries, providing clear explanations, and going the extra mile to meet their expectations leaves a lasting positive impression.
SERVICES
Our Areas of Expertise
Whether you're just starting out with your own family, or someone who's in the last years of their employment and ready to retire, or if you're still somewhere in between, our team can help you with the following:
Retirement Building
We will help you determine what your retirement income goals are and what's needed to achieve those. Based on your goals and needs, we will then guide you in planning and implementing a retirement program that would best fit your situation.
Tax-Free Savings
If you get qualified, you will be able to access money from this savings vehicle tax-free! Every penny you'll save will compound inside this account tax-free. That's how you make the power of compounding interest work for you!
Old 401k Rollover
Our experienced team will guide you through the rollover process, ensuring a seamless transition from your old 401k to an annuity. An annuity is a financial product that guarantees regular payments to you over a specified period of time, providing you with a steady income stream to support your retirement lifestyle.
Life Insurance
Life insurance protects your loved ones from the potentially devastating financial losses that could result if something happened to you. We will help you determine whether you need a term or permanent life insurance based on your goals and wants.
Testimonials
So organized and knowledgeable
"I had heard about tax-free retirement accounts before, but I never truly understood their potential until I met Mayen. She guided me through the process, explaining how I could benefit from tax-free growth and tax-free distributions in retirement. With her help, I was able to set up a comprehensive tax-free retirement plan that aligns with my long-term goals. Working with Mayen has given me confidence and peace of mind about my financial future."
CATHY T.
April 2023
Highly recommended to any parent!
"We couldn't be happier with the tax-free savings accounts we set up for our kids with the help of Mayen and her team. They provided valuable insights and customized solutions to make the most of these accounts. Their expertise and guidance gave us peace of mind, knowing that we're maximizing the tax advantages while securing our children's financial future. We highly recommend Mayen to any parent looking to give their kids a financial head start."
WILVY S. & BRIAN C.
May 2023
Discover How To Create The Foundation For A Tax-Free Retirement Without Any Additional Financial Outlay...
Whether you're just starting your retirement journey or looking to optimize your existing retirement savings, this training will equip you with the knowledge and tools you need to make informed decisions. Imagine retiring with peace of mind, knowing that you've taken advantage of tax-saving opportunities and maximized your nest egg.
Contact Us
Mon-Fri 9am-5pm
(510) 285-9454
consult@mayenitalia.com
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