Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

The dream you imagine is built on the decisions you make today.

 610-437-5650

  •  Home
  • Services
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • College Savings Plans
        • Saving For College: How & When To Save
      • Estate Planning Strategies
      • Life Insurance Services
      • Impact Investing
    • Investment Management
      • Tactical Asset Allocation
      • Tactical Equity Portfolio
    • Business Financial Services
    • Retirement Planning Services
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact

Business Financial Services Resources

Your Succession Planning Is Vital to Your Business’ Future

Mar 23 2017

What Does Your Small Business’ Future Look Like? As a small business owner, you have spent an immeasurable amount of time and energy to create a profitable, healthy enterprise that will last for years. But, have you specifically considered the future of your business without you? Whether retirement …  Read More

Categorized: Business Financial Services, Retirement Planning
Tagged: business exit strategy, family-owned businesses, financial services, retirement planning, small businesses, succession planning

How Offering Retirement Plans Can Improve Recruiting & Employee Retention

Mar 16 2017

Offering Retirement Plans to Employees Is Vital to Your Business As a business owner, you value your employees. They make your business a productive and profitable enterprise. As people just like you, employees are often concerned about their futures: what will retirement bring for them? Give …  Read More

Categorized: Business Financial Services, Family & Finances, Retirement Planning
Tagged: business benefits, employee benefits, retirement plans for businesses, small business retirement plans

Which Retirement Plan is Right for Your Business?

Feb 26 2016

If you own a small business, there are many retirement plan alternatives available to help you and your eligible employees with retirement planning. For most closely-held business owners, a Simplified Employee Pension Individual Retirement Account (SEP IRA) was once the most cost-effective choice. …  Read More

Categorized: Business Financial Services
Tagged: 401k Retirement Plan, Business Retirement Plans, Small Business Retirement Plan

Should you accept your company’s buyout offer?

Sep 02 2015

  If you are in a position where your company is offering you a buyout offer, the decision can be a tough one to make. This is something that more and more people have to contend with and is not a simple decision. The biggest obstacle that most people are facing is in regards to their …  Read More

Categorized: Business Financial Services, Retirement Planning

Is it Time for a Checkup of Your Company’s 401(k) Plan?

Dec 03 2014

As a small business owner, running the business can at times be a bit overwhelming. There is the actual business of what you are doing, but there are also the many details of running a business that need to be addressed. You have to deal with payroll, marketing, employee scheduling, and so much …  Read More

Categorized: Business Financial Services
Tagged: 401(k), business retirement plan, retirement plan

  • 1
  • 2
  • Next Page »

Recent Posts

  • Monthly Stock Market Review – March 2018
  • Reviewing Your Current Finances and Health Before Retirement
  • Monthly Stock Market Review – February 2018
  • Defining Your Retirement Lifestyle

Archives

Contact Magellan Financial Advisors

MAGELLAN FINANCIAL, INC.

1605 N Cedar Crest Blvd #111
Allentown, PA 18104 USA

 610-437-5650

Toll Free:  1-888-437-5650
Fax:  610-437-5654
Email:  Rob.Cahill@WFAFiNet.com
Click Here for Directions

Financial Services

  •  Investment Planning
  •   Investment Management
  •   Business Owners
  •   Retirement Planning Services
  •   401(K) Retirement Plans
  •   Socially Responsible Investing

Client Resources

  •   Educational Resources
  •   Family & Finances
  •   Business Financial Services
  •   Stock Market Review
  •   Retirement Planning
  • Life Insurance
Investments in Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS.

This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MN, MZ, NC, NJ, NM, NY, OH, PA SC, UT, VA, VT, WA, WI. Securities related services by Magellan Financial, Inc., may not be provided to individuals residing in any state not listed above. Insurance-related services may be provided by Robert I. Cahill, CFP, Managing Partner, only to individuals residing in: AZ, CO, FL, MA, NJ, NY, PA, SC, VA.

A Note About Social Media
Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

Privacy Policy | Legal | Security | Sitemap ©2018 Magellan Financial, Inc. | All Rights Reserved Designed And Developed By DaBrian Marketing Group, LLC.
MENU
  •  Home
  • Services
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • College Savings Plans
        • Saving For College: How & When To Save
      • Estate Planning Strategies
      • Life Insurance Services
      • Impact Investing
    • Investment Management
      • Tactical Asset Allocation
      • Tactical Equity Portfolio
    • Business Financial Services
    • Retirement Planning Services
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact