LEADING BY EXAMPLE
PLANNING FOR FAMILIES AND INDIVIDUALS
We won't ask you to do anything with your money we wouldn't do ourselves because we understand the challenges that families face balancing financial needs with real life. When you meet with us, you can expect the conversations to be honest, and occasionally hard.
Know this: we're focused on your financial well-being, now and in the future.
MAGNOLIA FINANCIAL GROUP SERVICES
Vision & Discovery
- Goal setting
- Organizing Assets and Liabilities
- Identifying Cash Flow
- Uncovering Problems
- Financial Statements
Protection
- Estate Tax Planning Wills & Trusts
- Asset Protection
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Property & Casualty Review
- Group Benefits
Cash Management
- Cash Flow Planning
- Mortgages/Financial Strategies
- Cash Reserves
- Tax Planning & Projections
Retirement/Independence Planning
- Asset Allocation
- Investment Policy Statements Investments
- Evaluation Company Stock & Option Planning/Exercising
- Investment Real Estate Planning & Tax Considerations
- Independent Investment Advisory Services
- 401(k), 403(b), Single K, SEP, SIMPLE IRA, Roth IRA, IRA Rollovers
- Stock/Bond/CD Brokerage
- 529 Plans, Custodial Accounts, etc.
Contact us today and start planning for what matters most.