Life Insurance & Retirement Planning for Florida Families, Business Owners and Executives
- Zi-DiChillo Financials
Get in Touch
13407 Deep Blue Pl
Bradenton, FL 34211
maggie.dichillo@prudential.com
310-773-2880
- Mon - Fri
- Appointment Only
- Sat - Sun
- Closed
About us
Our Founding Partner - Maggie Zheng DiChillo has had a long track of successful career in finance. Her roles range from senior financial analyst for some Fortune 500 companies to Vice President Chinese Market for three of the big four mutual life insurance companies - Northwestern Mutual, Mass Mutual, and Guardian Life.
Through DBA Zi-DiChillo Financials Maggie helps families, business owners, executives and retirees make informed decisions about life insurance, retirement income, long-term care and legacy planning.
Based in Lakewood Ranch/Bradenton area and serving clients throughout Florida and existing clients across the U.S., Maggie DiChillo provides personalized financial planning focused on protection, income and long-term financial security!
Book your initial consultation today:
Who We Serve
Who I Help
Financial Planning Built Around Your Life
Financial decisions become more complicated as your income, assets, family responsibilities and business interests grow.
I work with clients who want more than a one-size-fits-all financial product. My approach begins with understanding your goals, family, business and concerns, then identify strategies designed around your individual circumstances.
Business Owners
Protect your business, family and income while planning for succession and continuation. "Keep Your Lights On"
Executives & High-Income Families
Coordinate protection, retirement income and long-term financial goals.
Pre-Retirees & Retirees
Prepare for income needs, longevity, health care and legacy goals.
Chinese-Speaking Families
Receive financial planning guidance in English or Mandarin, with an understanding of the unique considerations many immigrants' families face. I specialize in foreign national estate planning (multiple carriers such as National Life, Guardian Life, Prudential, Mass Mutual) have programs for legal residents living in the United States with valid visas.