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DISCOVERING WHAT WORKS

PLANNING FOR BUSINESSES

 

The American Dream is alive and well in the heart of every small business owner, but we all know bottom lines aren’t measured in feelings. At Magnolia Financial Group, we discover what works for our clients and create financial strategies specific to their business needs.

Let us help you manage big decisions, so you’re free to focus on what matters most

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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.