Magellan Financial, Inc.
Asset & Wealth Management in Allentown, Pa
Get Started
Our wealth advisory team can help optimize your financial life
Interested in how we can help you achieve your financial goals? Schedule a complimentary consultation. We work with everyone—from those starting their investment journey to senior executives and retirees. This initial meeting will address your questions and offer insights into your unique financial needs.
We provide personalized financial advice through a holistic wealth planning approach to help you and your family reach your goals, today and in the future. We’ll take the time to understand what’s important to you, review your progress, and adjust strategies to adapt to life’s changes.
Achieve What's Most Important To You
Align Your Financial Goals With Life's Needs
Many people think what we do is help clients fund their retirements and their children’s educations, sell insurance and investments, and help lower their tax burdens. We do all those things–but the most important thing we do at Magellan Financial is help our clients achieve their lifetime financial goals. To accomplish those aims, we need to understand your unique, big picture.
The key ingredient in all your financial goals is having enough money to achieve them. We must understand what is important about money to you. The planning process starts with us getting an understanding of who you are and what is essential to you and your family. It comes down to one simple question: what does money mean to you? Once we understand how you define wealth and happiness we then:
- Develop a strategy to help bridge the gap between where you are now and where you want to be.
- Implement this strategy to help create the financial reality you desire.
- If necessary, help you adjust your spending and saving habits to make the plan come true.
- Make future investments and implement insurance strategies as appropriate for your individual situation.
- Follow up with regular interactions and access to our advisors and planning team.
How To Begin
Your journey toward lasting wealth starts with a clear strategy. Regardless of how you define wealth, we’re here to guide you. Our proven approach begins by understanding your passions, goals, and needs, allowing us to create a personalized investment plan that evolves with your life.
Introduction
Scheduling
Discovery
Documentation
Proposal
Implementation
Align Your Financial Goals With Life's Needs
01 / Introduction
We are passionate about developing long-term relationships with clients just like you and helping them (and their families) attain their unique financial goals. Because of this long-term relationship, we ask that you take a little time to get to know us here at Magellan Financial.
Our team of wealth planning professionals has decades of experience serving clients in the Lehigh Valley and across the United States. We publish industry-leading market reviews each month, a wide range of supporting content, and curate a page to connect clients with helpful finance resources.
02 / Scheduling
If you are interested in learning more about how we can help you and your family meet your financial goals, schedule a complimentary consultation. We work with everyone, from those just getting started on their investment journey to seasoned executives and retirees, alike. A consult can help you answer unaddressed questions and give us key insights into the unique financial needs of you, your family, and your business.
03 / Discovery
Before we meet, consider these financial questions:
- What are the key financial goals for you and your family, right now?
- What sort of lifestyle do you envision for yourself in retirement?
- What keeps you up at night when you think about your finances?
- What are your attitudes toward risk & investment preferences?
- What is your ideal relationship with a wealth planning professional?
To help us get a fuller view of your personal financial picture, we may also ask you to bring information related to your bank accounts, investments, insurance policies, and real estate to your initial consultation.
04 / Documentation
Collect your key financial documents for review. We’ll need to analyze bank statements, investment accounts, tax returns, and insurance policies to fully illuminate your spending habits, investment performance, and overall financial health. By identifying areas for improvement, we’ll be better able to make informed decisions to optimize your finances and achieve your long-term goals.
05 / Meeting
Enjoy your first meeting with us! At this initial consultation, we’ll discuss your financial priorities, your attitudes toward money and risk, and the goals you and your family have. We’ll discuss our holistic wealth planning approach, how we can best work together moving forward, our management fees, and the next steps in the process, should you decide to work with us.
06 / Implementation
The process doesn’t end here. After you decide to work with us and we create your tailored wealth management plan, we’ll constantly monitor your progress and adjust the plan as your life, goals, and priorities change. Know that we thrive on developing deep and lasting financial relationships to better help clients prepare for and navigate unforeseen events. Are you ready to take the first step?
*Wells Fargo Financial Advisors Network does not provide legal or tax advice
Contact Magellan Financial
Schedule your initial consultation today to learn more about our comprehensive wealth management process and how we can help you achieve your goals.