Independent Wealth Management and Mortgage Loan Originator

Independent Wealth Management and Mortgage Loan Originator Independent Wealth Management Advisor Specializing in Family Financial Protection Planning and Estate Preservation

Protecting your family’s future doesn’t have to be overwhelming.I’m excited to help clients access a simpler, more moder...
05/19/2026

Protecting your family’s future doesn’t have to be overwhelming.

I’m excited to help clients access a simpler, more modern way to approach estate planning through Trust & Will. From organizing important assets to creating a personalized plan for your loved ones, the process is guided, secure, and designed to evolve as life changes.

Whether you’re growing your family, buying a home, preparing for retirement, or simply wanting peace of mind, having an estate plan in place is one of the most important financial decisions you can make.

✔ Easy online experience
✔ Personalized guidance
✔ Secure asset organization
✔ Clear, shareable plan summaries
✔ Support every step of the way

If you’ve been putting off estate planning, now is a great time to start the conversation.

📩 Message me directly to learn more about how we can help you create a plan that protects what matters most.

Maggie DiChillo
Financial Advisor
Prudential Advisors
Tampa, FL

RetirementPlanning FinancialAdvisor TampaFL PeaceOfMind

Thinking about estate planning and don’t know where to start? Contact me at Maggie.dichillo@prudential.com to start a co...
04/29/2026

Thinking about estate planning and don’t know where to start? Contact me at [email protected] to start a conversation.

Congratulations to my Florida client, a retired nurse for qualifying for LTC protection with One America Financial asset...
03/11/2026

Congratulations to my Florida client, a retired nurse for qualifying for LTC protection with One America Financial asset based whole life insurance! She is more than thrilled!

The Rule of 72 is a quick formula that estimates how long it takes for money to double, whether it’s an investment or a ...
01/26/2026

The Rule of 72 is a quick formula that estimates how long it takes for money to double, whether it’s an investment or a debt. The calculation is simple: 72 ÷ annual interest rate (%) = number of years for money to double!

Congrats to our client, a female nurse director at a local Florida home health agency, for obtaining term life insurance...
10/29/2025

Congrats to our client, a female nurse director at a local Florida home health agency, for obtaining term life insurance with chronical illness and critical illness rider, at the best health rating - preferred plus!

To obtain your life insurance quote, please schedule via link below: (https://scheduler.zoom.us/xiaobo-zheng)

Breast cancer is not a remote possibility—it affects about 1 in 8 women in their lifetimes. Because research, screening,...
10/07/2025

Breast cancer is not a remote possibility—it affects about 1 in 8 women in their lifetimes. Because research, screening, and treatment continue to evolve, your financial plan should evolve too. Riders and accelerated benefit features from insurers like Nationwide and National Life can act as part of your safety net, bridging gaps when serious illness strikes.

💰 Want to save money on things you already buy? Two free apps I swear by:✨ Ibotta – cash back on groceries + shopping.👉 ...
10/01/2025

💰 Want to save money on things you already buy? Two free apps I swear by:

✨ Ibotta – cash back on groceries + shopping.
👉 Download here and use referral code yrcfsfe

⛽ Upside – cash back on gas, groceries + dining.
👉 Download here and use code MAGGIE59366 for 15¢ extra per gallon + 10% extra cash back on your first restaurant/grocery purchase.

📊 Small savings add up BIG when you stay consistent. Start today and thank yourself later! 🙌

Address

Bradenton, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13107732880

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