Whom We Serve

Young Professionals 

Young professionals and their families must often balance multiple financial goals. Many face decisions about student loans, personal investments, and retirement savings — while also weighing the purchase of a larger home and how much to set aside for their children’s college. It can be a challenge to navigate these competing financial priorities, especially when most of your time is devoted to building a professional career and enjoying your personal life. 

That’s why at Magellan Financial, we help individuals and families in the accumulation stage of their careers make sense of their financial options. A growing number of our clients are under the age of 40 and are just beginning to build their investment portfolios. We provide them with wealth planning that considers a longer time-horizon and reflects that a family’s financial priorities change. We help young professionals — just like you — prioritize what matters most to them, make sound financial decisions, and be better prepared for retirement. 

Entrepreneurs 

As small business owners ourselves, we understand both the challenges and the opportunities that entrepreneurs encounter each working day. We know that entrepreneurs face complex and, sometimes, conflicting responsibilities. At Magellan Financial, we offer business financial services that aim to ensure a company’s profitability today, and financial success in the future. We do this via a synergistic approach that considers the way that a small business can positively impact not only employees, but their families. 

We can coordinate with your accountant, attorney, and other professional advisers to create a solid foundation that can evolve along with your business. Our retirement planning services are one such area of small business expertise. We can help develop and implement a retirement package that limits administrative headaches for you while improving employee retention. We will help you plan for your own retirement, too, in a way that allows you to transition your business with your legacy intact. 

Retirees 

You have worked hard and saved for several years now, but like many approaching retirement, you are probably wondering “will it be enough?” We will strive to help you answer that question and prepare for life’s twists and turns. Part of our Retirement Is For Living planning process involves a careful consideration of the various risks you may encounter in the forthcoming decades. These include risks as far-ranging as financial, healthcare, housing, and public policy. We will strive to help you prepare so you won’t just hope that you have enough money saved to retire. 

Getting ready to retire also takes planning and coordination of different facets of your life as you transition into a new phase. We seek to help you manage the inevitable ups and downs of the markets and strive to 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.