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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Retirement Planning Services

Helping You Save & Plan For A Stress-Free Retirement

Retirement planning services in Allentown, Pa

Here at Magellan Financial, our aim is to help you experience a comfortable retirement. It starts with accumulating retirement savings as early as possible, continues with realistic retirement planning, and culminates with adjustments as you approach the finish line of your professional career – and beyond. It’s an ongoing process that adapts based upon your current situation in life and integrates other financial goals you have for you and your loved ones.

The Most Comfortable Retirements Starts Early

You have a great chance to achieve your retirement goals if you treat wealth planning as a long-term project. When you start saving early, you can keep reinvesting gains and earning compound interest that adds up over the years. Basic tips we share with clients include:

  • Get started in your 20s by paying off debts and contributing to your 401K
  • Plan for your family in your 30s by ramping up your 401K and starting a 529 plan
  • Refocus your plan in your 40s to ensure your retirement savings come first
  • Pay your mortgage and make catch-up contributions in your 50s to prepare

While you can always enjoy benefits from starting your retirement savings early, you should also consider adjusting your savings plan to align with your own goals. If you’re not sure how you should approach retirement savings, consider some strategies that tend to work well for people in different stages of their life.

Not ready for specific retirement planning, but want help with Investing?
Contact Magellan Financial Today!

How Our Retirement Planning Process Works:

While a quick start helps anyone, we recognize that everyone’s situation is different. That’s why Magellan’s tailored investment planning process goes beyond the basics of savings to build on your unique goals (both short and long term.) Once we establish your goals we will work with you to chart a course for lifelong financial success. This path often includes college savings needs, investment services, and estate planning strategies to coordinate with your retirement plan.

The plan is dynamic, not static, so it will be reviewed and updated on a regular basis. Your investment strategy is a direct result of your plan and is designed to help you achieve your goals and retire stress-free. We deploy many different strategies, including sustainable investments for those who want to be socially mindful of their investment portfolios.

Investment planning services in allentown pa

We work with our clients step-by-step throughout their lives; meeting to review their retirement progress with Wells Fargo Advisors’ Envision® process. We combine this process with our own proprietary 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.

Magellan Financial Ready Retirement System

You have worked hard and saved for several years now, but like many approaching the finish line, you may be wondering “is it enough?” Retirement is not something that one should just go into based on a wing and prayer. Don’t just hope that you have enough money saved to retire. Getting ready to retire takes planning and coordination of different facets of your life as you transition into a new phase, including:

  • Healthcare & Protection
  • Social Security Benefits
  • Financial Portfolio Management
  • Cost of Retirement Lifestyle

We can help you manage the inevitable ups and downs of the markets and gain consistent income streams in retirement. Our system is designed for our clients to be properly invested, giving them the time, freedom, and confidence to enjoy retirement as they wish. Doubtless you have other questions. Contact Magellan Financial today and get the answers you need.

Ready to Discuss Your Retirement Goals?
Contact Magellan Financial Today!

You care about your family’s financial security, and so do we. Contact our Retirement Advisors today and let’s talk about our Retirement Planning Services.



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

Summary
Retirement Planning & Saving
Service Type
Retirement Planning & Saving
Provider Name
Magellan Financial Inc.,
1605 N Cedar Crest Blvd #111,Pennsylvania-18104,
Telephone No.6104375650
Area
Allentown, Pa
Description
Magellan Financial offers retirements planning services in Allentown, Pa. The Financial Resources used during the retirement planning process are the Envision Planning Process, Investment Planning Process, College Savings Plans, Estate Planning Process, Investment Management, Socially responsible investing

Making Sense of Your Social Security & Medicare Benefits.

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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
    • 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