PLAN BETTER.LIVE GREATER.
Magis, pronounced "mah-gis", is a Latin adverb that means "to do more" or "to go beyond."Magis is an expression of our aspiration for the services we provide to our clients.
We combine personalized service and high-touch support with industry-leading resources and state-of-the-art technology to help you pursueyour personal or business financial goals.
At Magis, we believe in effective wealth management practices that combine a deep understanding of your values and goals, with proven strategies from our experienced advisors. We help you develop a customized strategy to help you pursue your goals.
You want to feel confident that your life savings will be sufficient throughout your years in retirement, and safe when unforeseen circumstances come about. Our planning specialists can help you ask and find solutions for all the necessary questions as you approach retirement.
Our financial advisors work with you to provide holistic services designed to encompass every financial consideration in your life, from cash flow analysis to income planning, college planning, and more. We're here for you every step of the way.
Offering a 401(k) allows you to gain and retain employees, but it can be risky. At Magis, we conduct plan reviews with stakeholders, conduct proactive due diligence for plan testing, and we will closely monitor plan performance, making recommendations as needed.
Our business retirement planning advisors offer specialized full-service plan consultations on existing plans to help minimize your risk exposure and to help ensure your company retirement plan is meeting performance standards.
Group plans are better for everyone when plan participation is high. We provide introductory and ongoing education for plan participants to help your employees understand plan structures to help boost engagement and promote employee satisfaction.
We are problem solvers at our core. This means we put you first and construct a unique plan and portfolio around your goals and desires. Our emphasis has always been on clients, not products.
Whether it is the markets or a current life stage transition that concerns you, we will help you find confidence for the future, knowing your goals and dreams are in steady, experienced hands.
Together, we have seen the ins and outs of the financial industry. And we work to intentionally and strategically leverage our expertise and camaraderie for the greater benefit of our clients.
Our clients rely on us to keep them honestly and objectively informed. We are committed to educating and communicating on all facets of our client's finances so they always know where they stand.
Vice President, Financial Consultant
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin