Let Magii Group of Companies Help you Know Where All your Finances Are -- and achieve your goals!

As part of the services that we provide to you as your retirement plan advisor, we are happy to be able to share with you a totally secure client "portal" that can help you to to gain better control over your financial life and achieve your goals. In order to do so, you need only to complete this short on-line exercise, and answer some basic questions about yourself. Once entered, we will be able to reach to you and provide you with some additional services and guidance. Please note: This is NOT for the purposes of soliciting business, but rather to provide you with a better overall client experience! Should you have any questions on this tool, the security of same, or to see how it can help you - please visit our website at: http://www.magii-inc.com/wm-portal.php Or you can call our team at 631-434-8200 x3

To start your investment plan, we just need to know a couple things about you:

Next Steps

Choose a goal to see where you stand

Identify a strategy to improve

Request a consultation

Laptop displaying financial planning website

Tablet displaying mobile-friendly financial planning website

Stay on track

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal. Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances