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FINANCIAL ADVICE FROM MAGNUS FINANCIAL GROUP

Financial planning is an ongoing process, defined and directed by your personal and financial needs, goals, as well as your values. We believe that by taking the time to identify your objectives, you are more likely to develop a sound and workable financial plan which will enable you to achieve your most important aspirations in the future. Financial goals, such as a child’s education, a secure retirement, and the transfer of wealth to heirs, may be similar for most people; however, your values and unique situation may require a more personalized financial planning process, specific to variables, such as your income, risk tolerance, commitments, and family

By taking the time today to create a personal financial plan for your future, your goals become more attainable. Once you have identified and prioritized your goals, we will help construct a plan, establish effective strategies, and execute the plan with these considerations in mind. We are committed to working with you throughout the financial planning process, as your plan will evolve with you and as your life changes.

Let’s Get Acquainted

We offer a complimentary “Get Acquainted” meeting to describe our services, and to see if our services are right for you.

SERVICES

SERVICES WIDGET HEADLINE

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RETIREMENT PLANNING

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ESTATE & WEALTH
TRANSFER PLANNING

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INVESTMENT
MANAGEMENT

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INSURANCE &
RISK MANAGEMENT

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