Magellan Planning Group | Investment Services

Your retirement plan should be coordinated among your financial, tax and legal advisors and you may not know where to start.  Our tri-disciplinary approach creates a round-table of communication where we can look at your situation holistically, ensuring there are no missed opportunities that would benefit you.

The Certified Financial Planners of Magellan Planning Group will work with you to determine your retirement goals with a personalized retirement report and then manage your wealth through fee-only advisory accounts.  The Attorneys of Magellan Legal, LLC will ensure that your estate planning documents are in order and up to date.   The Certified Public Accountants of Magellan Tax, LLC will work with you throughout the year to help minimize your taxes and then prepare your annual tax return.

Whether you use our team approach or coordinate our efforts with your other professionals, we build relationships with our family of clients and maintain open communication throughout the year.  You can get to know us better by attending a special event or one of our continuing education workshops where we keep you up to date on current events and market trends.  Check our website for current topics and dates:  http://www.magellanplanning.com/lunchlearn.php