In 1519, Ferdinand Magellan and his ragtag crew of 250 men left Spain on a voyage around the world. Credited as being the first human to sail around the world, Magellan did it without radar, sonar, radio, or global positioning systems. Magellan did it the old-fashioned way: with maps, a compass, a sextant, and the stars. Most importantly, Magellan had to plan and coordinate all the efforts of his crew in a way that kept them focused, on track, and alive. What if the Navigator and the Helmsman and the Captain had never communicated?
Life is like a long sea voyage. From embarkation, your goal is to safely arrive at your destination. For this, it takes planning; and this planning must be flexible and regularly re-checked for accuracy. Along the way you can expect hurricanes, tidal waves and other unforeseen events.
Now imagine your own life as a proverbial sea voyage. Are you progressing along on a charted course with a well-coordinated crew? You are the Captain of your vessel and as such it is critical that you find a knowledgeable Navigator who can chart the safest and surest course.
Magellan Planning Group was created to serve just that purpose. Serving as your Navigator, we are able to coordinate the legal, financial and tax aspects of your life journey, ensuring a safe arrival at your destination.
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.
Magellan Wealth Management helps you plan for a lifetime of secure retirement income and utilizes proven methodology to protect and manage your portfolio to meet your established goals.
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.
Your Magellan Navigator and Crew stand fast and ready to assist you in navigating the seas of life; avoiding the rocky shoals of litigation, the sucking whirlpools of taxation and charting the least risky route to financial security.