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Retirement Planning Services

Built With Your Organization in Mind

Working With magii Means:


Work with a firm who is in the top 1% of retirement plan advisors nationwide. Get tailored retirement plan solutions to help you recruit, reward and retain your valuable staff.


magii helps you understand your plans value, costs and fees. We optimize it for efficiency and effectiveness and do annual detailed plan reviews to help you stay on track and compliant.


Working with magii can be an easy fix for a broken retirement plan, or setting up a new one. We have a number of ways we can be used to bring our knowledge to your organization.

Interested in Learning More
About Our Retirement Planning Services?

Check the background of this advisor on FINRA’s BrokerCheck.