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
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.