Alexis Magno Financial Services

05/10/2026

During Financial Literacy Month I reviewed 25+ statements and contracts for retirement accounts, life insurance, and other financial accounts…

Here’s what we found 👇

• People were saving WAY less than they thought they were 💔

• Some accounts had lower returns than expected… and some people were actually LOSING money without realizing it 📉

• Several families were contributing significantly more than they originally planned because they didn’t fully understand how the account worked

• Some people thought their money was going into one type of account… but it was actually being allocated somewhere completely different 😳

• Many people had old accounts they hadn’t reviewed in YEARS

• Beneficiaries were outdated or missing altogether

• Fees, risks, and penalties weren’t always clearly understood

The biggest takeaway?

Most people aren’t financially irresponsible…
They’ve just never had someone sit down and actually explain what they own.

Please review your statements.
Ask questions.
Understand where your money is going.

Because “I think I know how this works” can become a very expensive sentence years later.

Financial literacy isn’t about being perfect —
it’s about being informed 💡

If you're questioning some of your own accounts… join us for our FREE in-person financial workshop on 5/16 at 2:00 PM.

We’ll be breaking down how to better understand your statements, contributions, fees, and where your money is actually going.

If any of these slides made you question your own accounts… join us for our in-person financial workshop on 5/16 at 2:00 PM 💡

We’ll be breaking down how to better understand your statements, contributions, fees, and where your money is actually going.

Limited seating available.

Comment 'INFO' for a link to RSVP.

07/08/2025

🚨 98% of Term Life Policies Never Pay Out

Yup. You read that right.

Most people pay for decades and get nothing in return. Not because the companies are shady — but because the policy ends before the protection is ever needed.

That’s why families often choose permanent life insurance to protect AND build legacy.

👉 Swipe to learn why.

💬 Comment "PLAN" if you want help reviewing your options.

03/18/2025

Are You Losing Money in the Market? 📉💸

If your 401(k) is taking a hit, you’re not alone. Market swings can wipe out years of savings, but there’s a smarter way to protect your retirement. 💰✅

Thinking about rolling over your 401(k)? Let’s explore options that reduce risk and keep more of your hard-earned money. Schedule a quick chat today! ⏳👇



🌟 Alexis Chanel Magno 🌟
👩‍💼 Financial Consultant 💼co | LIC # 0M84777
📲 415-580-8810
📫hello@financewithalexis

12/11/2024

Good money habits are essential for achieving financial stability and success. Here's a 9-step guide to help you cultivate effective financial practices:

1️⃣ Create a Budget and Stick to It: Outline your income and expenses to ensure you're living within your means.

2️⃣ Track Your Spending: Monitor daily expenditures to identify and eliminate unnecessary costs.

3️⃣ Set Financial Goals: Define clear short-term and long-term objectives to guide your financial decisions.

4️⃣ Build an Emergency Fund: Save at least three to six months' worth of expenses to cover unexpected events.

5️⃣ Pay Yourself First: Automatically allocate a portion of your income to savings before other expenses.

6️⃣ Manage Debt Wisely: Avoid unnecessary debt and focus on paying down existing obligations promptly.

7️⃣ Invest for the Future: Explore investment opportunities to grow your wealth over time.

8️⃣ Educate Yourself Financially: Continuously improve your financial literacy to make informed decisions.

9️⃣ Review and Adjust Regularly: Periodically assess your financial plan and make necessary adjustments to stay on track.

This month, I'm committed to helping 10 families implement these steps to secure their financial futures. Ready to take control of your finances? Comment below or send a direct message to start your journey!

🌟 Alexis Chanel Magno 🌟
👩‍💼 Financial Consultant 💼co | LIC # 0M84777
📲 415-580-8810
📫hello@financewithalexis

09/25/2024

Another reminder of why I do what I do....

💔💔💔

Protect what matters most especially if you have young children and dependents. 👨‍👩‍👧‍👦💰🛡️

09/06/2024

🏡✨ Hey friends and family! ✨🏡

Jeremy Magno Realtor and I have been sending out a weekly newsletter called Morning with the Magno’s, where we share updates on the housing market and finance tips. If you’re looking to stay in the know or just curious about what’s happening in the market, we’d love for you to join us! 😊

Every week, we put together quick, easy-to-read updates that could help you make smarter financial moves or just feel more informed.

If you want these updates straight to your inbox, hit the link below to subscribe! 📬

➡️ Sign up with the link below

Thanks for the support, and I hope you find it helpful! 💛

Subscribe to Morning With the Magno's for the latest housing trends, financial forecasts, and exclusive workshop invites.  Each edition provides:

08/16/2024

Helped a client get a 30% bonus on her retirement account - she was making less than 3% before we met.

She instantly got $15k bonus (more than she's made over the last 15 years)

🤯🤯🤯🤯

I LOVE WHAT I DO 💸

🌟 Alexis Chanel Magno 🌟
👩‍💼 Financial Consultant 💼co | LIC # 0M84777
📲 415-580-8810
📫hello@financewithalexis

08/14/2024

This guy wants to share some really cool & exciting news with you ....... we have an official announcement....
...wait for it.....

Alexis Magno Financial Services is partnering with Loans By Grace for all of your 🏡 financing & refinancing needs 🥳

Loans By Grace has 20+ years of experience in the mortgage industry here in the Bay Area!

Jeremy Magno Realtor and I felt like the best way for us to truly help our clients along with friends & family is to make sure we're working with experienced, trustworthy, and world class individuals and over the last few years we've definitely found that working with Bill Davis and Silvia Grace Davis

SOOOO.... with that being said rates are dropping and now is the perfect time to start the home buying process before things start to get crazy 🤪

Drop a DM if you want more info on what it takes to own a a home in the bay area - you'd be surprise it's not as difficult as most people think 💡

08/05/2024

Last Friday was one of the WORST days in the stock market and here is what happened....

- One of my clients lost ~10k in their 401k in just ONE day.

- US unemployment rate is rising.

- Warren Buffet sold over $277 BILLION worth of his stocks in a few different companies (50% of his Apple shares + BofA Shares) then reinvested that into his firm Berkshire Hathaway (64% of Berkshire is insurance & underwriting)

Read more about it here: https://www.investors.com/news/berkshire-hathaway-earnings-q2-2024-warren-buffett-apple/

HOWEVER, while this was happening...

- We helped 4 different families create $5M in generational wealth.

- Helped a young lady protect her old 401k from NEVER going negative and gave her a nice 11% sign-on bonus.

If you're still playing the market and not sure how to protect and grow your money, send me a DM for a worksheet on how to do what I've done for countless clients over the last 3 years.

No management fees, no fear of losing your hard-earned savings due to the economy.

Berkshire's cash pile skyrocketed while buybacks were low.

07/31/2024

⭐️ We're the MOST diverse firm in financial services ⭐️

Combined we've helped over 100,000 families obtain financial literacy and security in 5 different languages.

I couldn't be more excited to share that I've been given the opportunity to lead our CA & HI expansion.

We're searching for talented individuals who are passionate about finance and helping families protect, grow, and save more money for the future.

If you're looking for a career that offers:

✅ Flexible Scheduling
✅ Direct Deposit 2x per Week
✅ 100% Remote
✅ Travel Incentives
✅ Quarterly Bonuses

Drop a comment and I'll DM you w/ more info 👇