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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.

*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Magnus) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

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.