Who We Serve
Our wealth advisory team can help optimize your financial life
Running a business demands time and attention, often leaving little room to focus on finances. To achieve long-term objectives successfully, it is essential to align your business plans with your wealth plans. As business owners, we know firsthand the daily opportunities and obstacles entrepreneurs encounter. That’s why we offer specialized financial services designed to help business owners sustain profitability today and build a foundation for future success.
Tailored Financial Solutions for Business Owners & Entrepreneurs
Your business is more than just a source of income—it’s a crucial part of your long-term financial strategy. Whether you’re focused on growing your company, preparing for a business transition, or securing your personal financial future, Magellan Financial provides a range of services that address your unique needs as a business owner:
Business Succession Planning
We help create a seamless succession plan so your business can transition smoothly to new ownership. This approach protects your legacy and provides continuity for your employees and clients.
Retirement Planning for Owners & Employees
We develop retirement strategies tailored to owners. This includes implementing employee retirement packages such as 401Ks to aid retention and reduce administrative burden.
Tax-Efficient Strategies
We work with your advisors to create tax-efficient plans that reduce tax liability while optimizing business and personal wealth. This includes navigating tax issues related to income, investments, and succession.
Cash Flow & Debt Management
Managing cash flow is essential to your business. We help implement strategies to improve cash flow, manage debt, and increase working capital, enabling you to grow and maintain financial stability.
Investment Management
Your personal and business investments should work together toward your long-term goals. We craft a tailored investment strategy that balances growth, risk management, and liquidity.
Risk Management & Insurance Planning
Protecting your business from unforeseen risks is crucial. We help identify potential threats and provide insurance planning to safeguard your business assets and financial future.
What Sets Us Apart
Our comprehensive approach to investment planning for business owners and entrepreneurs is grounded in our extensive background working with small businesses. We recognize that running a business has unique challenges that directly impact your financial goals. That’s why we take a holistic view, integrating your business and personal finances into a cohesive plan. This synergistic approach provides a strategy to support your business growth while achieving your personal wealth goals.
We believe in collaboration, working closely with your accountant, attorney, and other professional advisors to help ensure that all aspects of your financial life are aligned. These relationships allow us to deliver a comprehensive plan covering everything from tax planning strategies to retirement and estate management. You can trust that our recommendations are tailored to benefit you, your business, and your employees.
As business owners ourselves, we understand the complexities of entrepreneurship. This firsthand experience allows us to offer practical, actionable advice to help you navigate the unique challenges of running a business. Beyond offering solutions, we focus on proactive planning—anticipating changes in the market, new regulations, and shifts in your business to ensure you’re always prepared. By staying ahead of potential risks and opportunities, we help you preserve your financial future.
*Wells Fargo Financial Advisors Network does not provide legal or tax advice
A Practice Committed to Excellence
Our Approach to Business Financial Planning
At Magellan Financial, we take a step-by-step approach to managing the financial complexities of business ownership. Our process is designed to optimize every aspect of your business and personal finances for long-term success:
01 / Discovery
We begin by learning about your business, financial goals, and personal aspirations. This in-depth understanding helps us tailor a game plan that aligns with your business objectives and financial needs.
02 / Strategic Planning
Once we understand your needs, we develop a customized investment plan that includes tax-efficient strategies, retirement planning, risk management, and succession planning.
03 / Implementation
Our team diligently implements your plan. Whether coordinating with legal and tax advisors or managing your investments, we strive to ensure that every aspect of your plan is executed seamlessly.
04 / Review & Support
Business and investment planning are not static processes. We review your plan and adjust strategies as your business grows or market conditions change.
Build Your Business’s Financial Future with Magellan Financial
At Magellan Financial, we are dedicated to helping business owners and entrepreneurs achieve both personal and professional financial success. Whether you’re looking to grow your business, plan for retirement, or ensure a smooth succession, our team guides you every step of the way. Our tailored financial services will help you navigate the complexities of business ownership and help imagine a legacy that endures for generations.
Contact Magellan Financial
Contact us today to learn how our financial solutions can help your business thrive and secure your financial future.