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Comprehensive Estate, Financial and Tax Planning

Retirement income, stock market fluctuations, taxes, inflation, wills, trusts, probate, long term care, estate taxes, outliving your money… the list of things to worry about goes on and on—with many opportunities to make mistakes. You may employ the best attorney, the best accountant and the best financial planner, but if they are not coordinating their efforts, there are likely gaps in your planning.

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Legal

Legal

Trusts and Estates

Charitable Planned Giving 

Probate

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Financial

Financial

Outliving Assets

Retirement Income

Market Volatility

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Tax

Tax

Personal and Business Taxes

Changing Tax Law

Audit Protection

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Welcome to the Magellan Family

Welcome to the Magellan Family

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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