Our Financial Services

Asset & Wealth Management Overview

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At Magellan Financial, we are committed to serving your complete needs at every financial stage with our financial services.

Retirement Planning

• Analysis of 401(k) options
• Facilitate defined-benefit plans and profit-sharing plans
• Nonqualified deferred compensation
• IRAs, Roth IRAs, conversions and rollovers
• Prototype retirement plans

Estate Planning Strategies and Access to Trust Services

• Philanthropic donor services
• Personal trust services through affiliates
• Trust-fund portfolio administration
• Estate planning strategies

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

College Savings Plans

• 529 Plans
• UTMA accounts
• Coverdell Education Savings Accounts (ESA)

Life Insurance Services

• Life insurance: whole life, universal life, variable life, term and special situation (e.g. second-to-die, key employee) policies
• Long-term care
• Nonqualified retirement planning

Insurance products are available through non-bank insurance affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

Business Financial Services

• Liquidity Event Planning
• Thoughtful transition plans
• Investing options that seek to provide tax-efficiency

Investment Planning

To help you prepare for the future, we begin the planning process by analyzing your:

• Potential Income growth
• Tax liabilities
• Net worth
• Retirement-income needs

Investment Management

• Tactical Asset Allocation
• In-house Money Management
• Continuous Monitoring

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For more information about our financial services & wealth management, contact our team of Financial Advisors today!