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Our Company

Magnolia is a full-service, fee-based financial planning company. We work for you, the client, so that we don’t have the conflicts of interest that come from being compensated by brokers or insurance companies. After analyzing your financial situation, we customize your plan to best suit your individual goals. In addition to individual stocks, we can also put you into small company and international stock mutual funds. For the more conservative parts of your portfolio, we can recommend individual bonds and bond mutual funds.