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Client Relationships

Our Client Relationship Philosophy

At Magellan Planning Group, we strongly believe in an advisor/client relationship that is not only mutually beneficial, but also mutually enjoyable.  That is why, during your initial interview, we will review the four building blocks of our business philosophy to determine if we would be a good fit for each other:


  • Will we enjoy working together?
  • Will we make a good long-term team?


  • Are your goals realistic?
  • Are your goals achievable?


  • Can we bring value to your plan?
  • Will you value and heed our advice?


  • Are your account sizes sufficient?
  • Does it make economic sense?

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