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 Our Services

RETIREMENT PLANNING TAX ADVANTAGED STRATEGIES* ESTATE PLANNING RISK MANAGEMENT
LIFE INSURANCE EDUCATION FUNDING INVESTMENT STRATEGIES** EXECUTIVE & EMPLOYEE BENEFITS

  

Personal Planning Services

  • Investment Analysis and Portfolio Design
  • Traditional and Roth IRA Funding
  • Retirement Plan Rollovers to IRAs
  • Life Insurance Planning
  • Disability Income Planning
  • Retirement Income Planning
  • College Funding
  • Estate Planning
  • Mortgage Protection
  • Charitable Giving  

Business Planning Services

  • Executive and Employee Benefits
  • Funding for Retirement with Tax Deferred Products
  • Funding for Salary Continuation
  • Funding for Business Debt Liquidation
  • Buy-Sell Funding
  • Split Dollar Funding
  • Key Person Protection
  • Executive Bonus (IRC Section 162 Bonus)
  • Voluntary Payroll Deductions Program
  • Qualified Plan Funding
    • SEPs
    • SIMPLEs
    • Keoghs
    • 401(k)/Profit Sharing
    • 412(e)(3) Plans
    • Pensions

 

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

 

Tax Advantaged Strategies*

Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

 

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

 

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

 

Life Insurance

Assesing life insurance needs.  Reviewing existing life insurance coverage. Recommending policy changes when appropriate. Finding the best policy for your situation.

 

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

 

Investment Strategies **

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

 

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages. 

 

 

*Magibitang Financial & Insurance Solutions, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

**Offered by NYLIFE Securities LLC (Member FINRA/SIPC)