Business Financial Services

Business Financial Services Overview

---

Business owners face complex and, sometimes, conflicting responsibilities. At Magellan Financial, we offer business financial services to ensure your company’s profitability today, and financial success in the future.

If you’re a small business or a self-employed individual, there are many retirement services available to help you or your eligible employees prepare financially for every stage of life. At Magellan, we take ownership in answering questions you or your employees have regarding retirement, like where to start and how to save for retirement. By creating and managing a well thought-out retirement plan, you can help enable employee retention and provide for a more secure retirement.

Business Retirement Planning Services

Happy employees lead to happy customers, which translates to greater success for your business. In our experience, a personally designed and well-managed retirement plan is one of the best tools for creating satisfied employees. Although many businesses have retirement plans in place, we commonly find a strong disconnect between the company and its employees’ interests, and what their provider offers.

Whether searching for an evaluation of your current plan or looking to create a new plan, we offer a variety of benefits and investment opportunities that can help enable financial success, as well as develop packages that encourage employee retention. We will work with you to evaluate your full range of retirement planning options, including:

• 401(k) Retirement Plans

• 401(a) Profit Sharing

• Money Purchase

• Nonqualified Deferred Compensation

• Employee Stock Option Plan (ESOP)

• Cash Balance Plans

• Facilitate defined-benefit plans and profit-sharing plans

• IRAs, Roth IRAs, and conversions

• Prototype retirement plans

Business Transfer and Succession Planning:

For many individuals with closely-held or family-owned businesses, thoughtfully planning for company continuity or ownership transfer is best addressed years before your career ends. By addressing your retirement, we will work with you to determine the best path to take for your business and your family and can help you pursue a variety of strategies, including:

• Business Succession, Exit or Transfer Planning

• Liquidity Event Planning

• Internal Buyout Planning

• Pre-sale Planning

• Shareholder, Family or Executive Compensation Planning

At Magellan, we believe it’s our job to match your vision of retirement with a plan to pursue it. Together, we will create diversified potential income sources, a dynamic spending strategy, a cash cushion, and a written retirement strategy.

---

For More Information About Our Business Financial Services, Contact Our Team Of Financial Advisors Today!

 

Wells Fargo Advisors Financial Network and its financial advisors provide non-fiduciary services only. They do not provide investment advice [as defined under the Employee Retirement Income Security Act of 1974 as amended (“ERISA”), have any discretionary authority with respect to the plan, make any investment or other decisions on behalf of the plan, or otherwise take any action that would make them fiduciaries to the plan under “ERISA”.

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.