At Magellan Financial, we aim to deliver tailored financial advice with a holistic wealth planning approach that better positions you to achieve your unique goals, today and in the future. First, we take the time to understand what’s truly important to you and your family. Together, we’ll define your needs, review your progress, and make recommendations as needed to help you develop and manage your portfolio. Critically, we will help you prepare to adjust to whatever life brings your way.
Achieve What's Most Important To You
Develop Financial Goals That Meet Life's Needs
We start with the aspirations that are most important to you – be they saving for college, transitioning your business, implementing tax efficient strategies, or planning for retirement. We recognize that your plan should evolve along with you and your family as you pass through various stages of your financial life.
- Tailored wealth planning
- Regular interactions
- Dynamic asset allocations
- Anytime access
- Monthly blogs & market updates
How To Begin
1. Schedule a complementary initial consultation
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 young professionals and retirees, alike. A consult can help you answer unaddressed questions and give us key insight into your unique financial needs.
2. Prepare for your initial consultation
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.
3. Get to know Magellan Financial
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 partnership, we ask that you take a little time to get to know us.
Our team of wealth planning professionals has decades of experience serving clients not only in the Lehigh Valley but across the United States. We also publish industry-leading market reviews each month, a wide range of supporting content, and curate a page to connect clients with helpful finance resources.
4. Enjoy your first meeting with us
At our first 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, our management fees, and the next steps in the process, should you decide to work with us.
Feel free to also review a few of the many solutions we are proud to offer our clients.
Our ongoing partnership
Our first meeting is just the beginning. We also offer a more comprehensive description of our investment management process. 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?
