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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.

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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.

Contact us today and start planning for what matters most.