Magellan Financial, Inc.
Asset & Wealth Management in Allentown, Pa
Services
Our wealth advisory team can help optimize your financial life
Wealth Planning with Magellan Financial
True wealth is more than financial security—it’s about achieving aspirations and creating a meaningful legacy. Our wealth management services are designed to provide comprehensive solutions that allow your assets to be a tool to accomplish your goals in life. Utilizing advanced planning techniques and personalized strategies, we will guide you through the transitions of life with clarity and confidence.
Let us introduce the key aspects of our wealth management process to you, including the innovative eMoney platform, our estate planning strategies, tailored insurance solutions, and our generational wealth planning approach. Together, these elements support the foundation of your wealth plan.
Goals-Based Planning for Financial Clarity
We leverage a platform designed to align your financial resources with your life goals and aspirations, called eMoney*. By integrating all aspects of your financial life into one interactive system, eMoney enables you to explore possibilities, set clear objectives, and track your progress toward achieving them. With advanced simulation tools and real-time insights, eMoney fosters a deeper understanding of your financial health while offering clarity, confidence, and control over your journey.
Our approach to wealth planning with eMoney goes far beyond basic cash flow analysis. It’s not just about managing your finances; it’s about building a roadmap that supports the life you envision. This innovative approach empowers you to visualize your financial future and adapt to life’s changes. Whether you’re preparing for retirement, funding your child’s education, or navigating market uncertainties, eMoney helps us craft a personalized, evolving strategy that aligns with your values and ambitions.
*Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
Estate Planning Strategies
Estate planning strategies are a cornerstone of wealth management, as they strive to both protect your assets and honor your wishes. At Magellan, our team works closely with you and your other professional advisors* to help you define your legacy. We discuss estate planning techniques that encompass financial, tax, and legacy options to help you visualize the disposition of your assets.
Our team works closely with you to develop strategies that preserve your wealth while helping reduce tax liabilities. We’ll also introduce key documents—such as wills, trusts, and powers of attorney—and connect you with the right people to draft the necessary items. We can even help you select a trusted executor. In so doing, we help align every aspect of your estate plan with your goals. That’s because estate planning isn’t just about the future; it’s about achieving financial confidence today by aiming to preserve your legacy.
*Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Insurance Services to Protect What Matters Most
By aligning your coverage with your financial goals of family protection, wealth replacement, or estate liquidity, we can assist you with the necessary insurance* safeguards to help preserve your legacy. We know that insurance is a vital component of any wealth management strategy, offering protection against life’s uncertainties. We can recommend a range of insurance solutions tailored to your unique needs, helping your financial foundation remain strong.
Whether you’re exploring life insurance, long-term care insurance, or hybrid policies that combine protection with savings, our advisors help you navigate the complexities of insurance planning. In so doing, we can better safeguard your assets, loved ones, and legacy against unexpected events.
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Generational Wealth for a Lasting Legacy
True wealth is about more than individual success—it’s about creating opportunities for the next generation. Our generational wealth planning services help you build, preserve, communicate, and transfer your assets in a way that aligns with your values and vision.
Our approach includes comprehensive strategies for wealth transfer, family education programs to promote financial literacy, and tools to navigate complex family dynamics. Whether your goals include supporting your heirs, funding charitable endeavors, or maintaining a family business, we provide the expertise and guidance needed to help preserve your legacy for generations to come.
Wealth Planning for Tomorrow
Wealth management is about more than just achieving financial success—it’s about living a fulfilling life and leaving a meaningful legacy. By combining innovative tools like eMoney with specialized guidance in estate planning strategies, insurance solutions, and generational wealth strategies, we provide a comprehensive approach that aims to address every stage of your financial journey.
Contact Magellan Financial
Take the first step toward a brighter financial future today. Contact Magellan Financial to learn how our tailored wealth management services can help you achieve your goals and secure your legacy for generations to come.