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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Investment Planning

Investment Planning & Investment Strategies Overview


Investment strategies determine when and where we invest your assets, but investment planning determines how and why.

Investment Planning and strategies - investment firm Allentown, Pa

Before considering a client’s investment strategy, the Magellan Financial, Inc. team focuses on forging a path to their long-term goals with a thoughtful, customized investment plan. We combine Wells Fargo Advisors’ Envision® process with our team’s review process to help create clear, concise pictures of where you are today, why you invest and how to help chart the course to your desired future.

How Magellan Helps You Meet Your Financial Goals

Many investors are unsure whether their current income and assets will support their desired lifestyle in retirement. In order to answer these questions, our team uses a personalized review process to help create a comprehensive view of your financial situation. 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

We plot your anticipated income and liabilities year-by-year to help determine whether your current circumstances are likely to result in a deficit or excess during retirement. As we strive to support your current and future financial needs with a thoughtfully designed portfolio. Over time, this clear understanding of where you are today forms the basis of your wealth management, investment planning, and financial objectives.

 


Contact our team of Financial Advisors to learn how we can help you plan your financial future.

 

“Envision® is a registered service mark of Wells Fargo & Company and used under license. 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. Wells Fargo Advisors Financial Network, LLC is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. ©2011 Wells Fargo Advisors Financial Network, LLC. All rights reserved.”

Summary
Investment Planning
Service Type
Investment Planning
Provider Name
Magellan Financial Inc.,
1605 N Cedar Crest Blvd,Lehigh County,Pennsylvania-18104,
Telephone No.6104375650
Area
Allentown, Pa
Description
Magellan Financial Inc offers customized and thoughtful financial and investment planning services

Contact Us

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, 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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MENU
  •  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