Sal Maga

RETIREMENT SHIELD EXPERT

​Phone: (800) 617-5375
nesteggnj@optonline.net
​www.salmaga.com

WHAT CAN A RETIREMENT SHIELD PLAN DO FOR YOU?

Sal Maga is a licensed financial / insurance professional and has spent well over 20 years in this industry.  It is truly a pleasure for Sal to educate his clients on the different ways to protect and grow their retirement nest egg, provide them with income that can’t be outlived, to build a financial legacy and to have peace of mind for their retirement.

Sal prides himself in being an independent professional versus being a captive broker which limits how they can help clients prepare for retirement.  Being independent allows Sal to work specifically for his clients and not for the financial companies.  Sal believes that each client’s situation is unique which means one size does not fit all in providing clients with much needed solutions to secure their retirement.  

Sal has also hosted his own retirement radio show which discusses safe money and income options which have aired on several popular radio stations.  Sal makes it his number one priority to educate clients and provide them with solutions when it comes to retirement planning.   
During Sal’s career he has worked with other financial professionals throughout the country teaching them how to help their clients optimize their retirement wealth and social security benefits. Sal considers it an honor and privilege to provide clients with the financial security they need and deserve.

At the end of the day, which makes everything well worth it, Sal enjoys spending time with his family and friends.

COMPLETE OUR FINANCIAL SURVEY FORM BELOW TO GET
​YOUR CUSTOM RETIREMENT SHIELD PLAN.

    CONTACT INFO

    CLIENT 1

    CLIENT 2 (SPOUSE, PARTNER)

    INCOME & EXPENSES

    ASSETS

    Under 'Tax Classification' Non-Qualified is identified as money that has already been taxed. Examples of money that has been taxed: Checking, Savings, Bank CD. Qualified is identified as money that has not been taxed yet.  Examples of money that has NOT been taxed: IRA, 401K, TSP, 403B.

    RETIREMENT GOALS

    SUBMITTING THIS FORM

    I hereby attest that the information on this Client Data Form has been provided by me and to the best of my knowledge is accurate. The information gathered with this form will be used for the sole purpose of helping create a financial strategy for your retirement. The financial professional providing the analysis does not provide tax or legal advice. 
    Once you click the submit button, the Retirement Shield planner named above will be in contact with you to confirm receipt of this form within 24 hours. If you have any questions, feel free to contact the Retirement Shield Planner listed above.
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