Investment Planning & Investment Strategies Overview
Investment strategies determine when and where we invest your assets, but investment planning determines how and why.
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:
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Potential Income growth
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Tax liabilities
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Net worth
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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.”
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