Meet Maggie Wu and Howard Moy, seasoned financial professionals with a wealth of experience being licensed as security and life financial professionals. Achieved early corporate retirement in their 40s and committed to ensuring many others can retire happily.

Driven by a passion for helping individuals and families secure their financial freedom, Maggie and Howard entered the financial industry to build practices and train fellow professionals. Their mission, succinctly put, is “No family left behind.” As owners of multiple financial agency offices, they proudly represent more than 300 A/A+ financial companies.

Maggie and Howard see themselves as “money doctors,” specializing in identifying suitable solutions. Their agency offices boast a team of financial professionals with decades of collective background in areas such as Social Security, IRS tax, Medicare, and estate planning. Operating with an unwavering commitment to your best interest, they distinguish themselves by not charging any fees for their services while providing a comprehensive and holistic approach to financial planning.

Based in the Windy City, Maggie and Howard call Chicago home while raising their three children. However, their reach extends far beyond, with main offices in key financial hubs like Bay Area, New York, Boston, Houston, New Orleans, Indianapolis, and more.

Maggie holds an MBA in Finance from the University of Rochester and MIT data automation credentials from the Sloan School of Management. Howard brings an engineering degree from the University of Wisconsin-Madison to the table.

What sets Maggie and Howard apart is their extensive expertise along with the genuine familial relationship approach. Treating others as their own family, they are on a mission to ensure that every individual and family they help achieves financial security and prosperity.