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 Process

Never Lose Sight of Your Financial Goals With Our Investment Planning Services

Investment Planning process Allentown, Pa


Every successful portfolio begins with thorough investment planning. Although every relationship is unique, we employ the following foundational steps to guide each client’s wealth management plan and asset allocation strategy:

 

Initial Wealth & Investment Planning Meeting

Our first meeting is focused on getting to know you as an individual and an investor. Before planning your financial future, we are committed to fully understanding where you are today. In this meeting, we will:

  • Gather financial and personal information
  • Review investable and non-investment assets
  • Examine current, ongoing expenses and spending patterns
  • Discuss significant investment objectives
  • Define your investment personality, risk tolerance, and expectations
  • Your Financial Management Presentation

Second Meeting

Our second meeting provides you with an often eye-opening view of your complete financial life. With information and understanding gathered in our initial meeting, we use our wealth planning tools to create a picture of your current financial circumstances and a plan to help achieve your stated objectives. At the Presentation, you will benefit from:

  • Seeing a summary of your current assets, liabilities, and spending
  • Creating a picture of how your financial circumstances align with your short and long-term goals
  • Receiving our initial wealth management plan, which will guide your investment strategy
  • Implementation of Your Investment & Wealth Plan

Implementation

Once we have agreed upon your initial wealth management plan and investment strategy, the Magellan Financial team will begin implementation. At this stage, we will work together to:

  • Transfer your assets
  • Implement your Tactical Asset Allocation
  • Ongoing Contact about Your Wealth Management Plan

We maintain regular contact with every client, but our ongoing meeting schedules are determined by your preferences. Whether you prefer to meet quarterly or yearly, we are here to ensure you stay up-to-date with our continuing adaptations to your investment portfolio.

 


Have additional questions about our wealth & investment planning process? Contact Our Team of Financial Advisors For More Information
Summary
Investment Planning Process
Article Name
Investment Planning Process
Description
Every successful portfolio begins with thorough investment planning. Although every relationship is unique, we employ the following foundational steps to guide each client’s wealth management plan and asset allocation strategy:
Author
Magellan Financial Inc.
Publisher Name
Magellan Financial Inc.
Publisher Logo
Magellan Financial Inc.

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, KY, 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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  •  Home
  • Services
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • Life Insurance Services
      • Estate Planning Strategies
      • Impact Investing
    • Investment Management
      • Tactical Asset Allocation
    • College Savings Plans
      • College Savings Basics: How & When To Save
    • Business Financial Services
    • Retirement Planning Services
      • Retirement Is For Living
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact