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WEALTH MANAGEMENT

We have more than 25 years of investment experience during good and difficult markets to buy undervalued investments and sell when overvalued, producing excellent long-term results for our clients.

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TAX PLANNING

We have a Certified Public Accountant on staff that oversees all tax planning to make sure that clients’ taxes work well with their overall financial plan. Tax preparation is also offered.

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INSURANCE PLANNING

We have an insurance specialist that will analyze your financial plan to see how much insurance is needed and provide you the best policies to meet life, health, disability or property insurance needs.

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ESTATE PLANNING

We have an estate planning attorney with more than 40 years experience designing wills, trusts, powers of attorney and business contracts to enable your estate to work well with your comprehensive financial plan.

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CUSTOMIZED COMPREHENSIVE FINANCIAL PLANNING

At Magnolia, we develop a comprehensive financial plan for our clients using our specialists in retirement planning, wealth management, taxes, insurance, real estate, mortgages, and estate planning.

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Financial Planning Versus Brokerages

Our comprehensive financial planning services make sure that your investments work well with your taxes, insurance, retirement and estate plans, as opposed to traditional brokerages, which just offer investment services. Our fees are based on your investment assets, whereas brokerages charge a commission on each trade, which sets up conflicts of interest.

 

Individuals & Families

Whether you’re a party of one or six, Magnolia Financial Planning customizes your investment strategies to fit your current needs and future goals.

 

Business Owners

We believe small businesses are the backbone of America. At Magnolia Financial Planning, we do our utmost to help your business thrive.