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What To Do When Your Spouse Dies
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.
Trusts and Estates
Charitable Planned Giving
Personal and Business Taxes
Changing Tax Law
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.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
You can employ the best attorney, the best accountant, and the best financial planner. But if they aren't coordinating their efforts, there are likely gaps in your planning. Our comprehensive wealth planning service ensures your personal investment approach is both seamless and strategic.
When you partner with Magellan, you leverage the power of three firms—law, financial, and
tax—coordinating their efforts for you.
From our investment philosophy inspired by the Austrian School of Economics to our unique "Three-Bucket Income Strategy," we think differently.
The purpose of your investments dictates your strategy. We'll start creating your personal investment strategy based on two key questions: how much retirement income do you want, and when do you want it?
As a Fiduciary, we have a desire and duty to put your interests ahead of our own. Rather than pushing products or services, we let your customized Needs-Based Assessment determine our approach.
Traditional financial planning teams are clunky. You're left juggling lawyers and CPAs who just aren't on the same page...if you can even get them on the same phone call. Our team of professionals collaborates and consults so you can feel confident there are no lingering gaps in your financial plans.
Stay abreast of what's happening in the stock market, the economy, and the political landscape and how it relates to investing today.
Explore how our coordinated approach to comprehensive wealth planning can help you achieve your investment goals.