Atlanta Financial Planning begins with Magellan Planning Group.

Located in Atlanta, Georgia, Magellan Planning Group specializes in comprehensive retirement planning for the affluent Atlanta community. Having your estate planning attorney working closely with both your financial advisor and your accountant can bring you unprecedented coordination and truly maximize benefits.

The coordination of estate planning, financial planning and tax planning intrinsically reduces liability and taxes while protecting your income and privacy. Our belief is that this type of coordination should be available to everyone, not just the super-rich. Our unique approach has, over time, created many warm and personal relationships with our clients, and our business is primarily based on referrals.

Not only do we want to build a relationship with you, but with your whole family. Our multi-generational practice streamlines the transition of assets and takes advantage of advance planning to mitigate taxes and expenses and maximize privacy. We take our responsibility as your trusted advisors seriously and do our best to keep your planning current with your wishes and up to date with the ever-changing tax code and estate planning techniques. To accomplish this, we hold regular client reviews and our door is always open to you and to your family.

Magellan Legal protects your family and the people you love by drawing up your documents to minimize liability and taxation and to maximize privacy and control.

• Trusts / Wills
• Powers of Attorney
• Probate
• Corporations / LLCs
• Charitable Planned Giving

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Magellan Wealth Management helps you plan for a lifetime of secure retirement income and utilizes proven methodology to manage your portfolio to meet your established goals.

• Retirement planning
• Financial planning
• IRAs / 401k rollovers
• Certified Financial Planner
• Fee Based Management

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Magellan Tax Consultants takes a proactive approach to tax planning by working with the other Magellan disciplines to take advantage of tax strategies throughout the year.

• Tax strategies
• Personal tax returns
• Estate tax returns
• Small business returns
• Trust Returns

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