Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

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

 610-437-5650

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Business Financial Services Resources

Year End Tax Planning Tips for Small Business Owners

Dec 23 2021

The end of the calendar year is a busy time for most entrepreneurs and small business owners. By now, you’re probably already wrapping up your strategic plans for 2022 — but it’s not too late to think about ways you could also boost your 2021 profits if deferring taxes until 2022 makes sense. Here, …  Read More

Categorized: Business Financial Services
Tagged: Deductions, entrepreneurs, SEP IRA, Tax Tips

4 Ways Your Benefits Package Can Set Your Business Apart

Jul 19 2021

Employee benefits are imperative for attracting and retaining a productive, engaged, and satisfied workforce. After salary, health insurance plays the largest role in the consideration of a job offer, with 54 percent giving it serious consideration. Moreover, approximately half of employees in one …  Read More

Categorized: Business Financial Services
Tagged: 401(k), 401k Planning, Benefits, entrepreneurs, Health Insurance, Small Business

How Can You Build a Career Legacy?

Jun 16 2021

If work is where you discover your passion, you are not alone. Nearly a third of Americans say that their careers are what gives their lives meaning. Whether you’re a nurse, an entrepreneur, or a young executive, your work can provide you with a sense of mastery over a key domain of your life – and …  Read More

Categorized: Business Financial Services
Tagged: entrepreneurs, Legacy, Retirement, transition planning, Transitions

6 Mistakes Small Business Owners Make With Their Finances

Apr 07 2021

As you grow your business, it’s imperative for you to have advocates in your corner who understand the pitfalls that are common to newer, rapidly-growing organizations. From risk exposure and tax planning to the construction of retirement plans, entrepreneurs often face challenges that are outside …  Read More

Categorized: Business Financial Services
Tagged: business insurance, entrepreneurs, small businesses, succession planning

Why Entrepreneurs Should Consider a Financial Advisor

Mar 02 2021

If you’re a successful business owner, you’ve already beaten the odds. Data from the Bureau of Labor Statistics show that almost half of businesses fail within 5 years.¹ But new challenges often accompany professional success. Many owners set their personal wealth planning on the backburner as they …  Read More

Categorized: Business Financial Services
Tagged: Business Services, estate planning, Investment Management, Risk Mitigation

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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
Click Here for Heirloom Wealth Advisors

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, IL, IN, MA, MD, 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.

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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.

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  •  Home
  • Services
    • Our Financial Services
    • Wealth Planning
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • Life Insurance Services
      • Estate Planning Strategies
    • Impact Investing
    • Investment Management
    • College Savings Plans
      • College Savings Basics: How & When To Save
    • Retirement Planning Services
      • Retirement Is For Living
      • 401k Retirement Plans
      • Social Security & Medicare Benefits
    • Business Financial Services
  • Team
    • Our Team
    • Whom We Serve
    • Get Started Now
    • The Client Relationship
  • Work At Magellan
  • Knowledge Center
    • Blog
    • Market Reviews
    • Education
    • Helpful Resources
  • Contact