Personal Services

Magis offers financial services for every life stage. We offer a full range of brokerage, insurance, and fee-based/advisory services, wealth management products, programs, and solutions. We combine personalized service and high-touch support with industry-leading resources and state-of-the-art technology to help you pursue your financial goals. Browse our services below to see how Magis can help you plan better and live greater.

Financial planning at Magis is a holistic service designed to encompass every financial consideration in your life, from cash flow analysis to income planning, college planning, and more. Our financial advisors will work with you to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Then, we will design a personalized plan to help you stay organized and focused on your goals for the short, intermediate, and long term. We will help you implement, monitor, and adjust your plan at every life stage.

At Magis, we believe we can help you pursue greater living through effective wealth management practices. With a deep understanding of your values, goals, current circumstances, and risk tolerance, we can help you develop a customized strategy to help you pursue your goals within your time horizon. We conduct ongoing due diligence and monitoring in order to help you maintain balance and effectively mitigate risk in your portfolio. We offer comprehensive services, with access to academic market research, leading industry tools, and a wide variety of products to meet your unique needs.

You want to feel confident that your life savings will be sufficient throughout your years in retirement, but with so many variables at play, planning for retirement can feel overwhelming. Our retirement planning specialists can help you ask and find solutions for all the necessary questions as you approach retirement. We will help you adjust your investments and drawdown strategies to better mitigate risk, minimize the impact of taxes and maximize your lifetime income potential. Whether it is counseling you on when to retire, helping you prioritize your goals, or simply acting as a sounding board for your dreams, we’ll help you plan with confidence.

Although preparing for the unexpected can feel uncomfortable, proper insurance planning is an essential component of any comprehensive financial plan. Life is full of unknowns and, in life’s more unfortunate circumstances, risks can become reality. We can help you prepare for those moments so you can protect yourself, your loved ones, and all that you have worked a lifetime to earn and achieve. Our insurance planning specialists will help you assess your risks and find the most appropriate coverage for your situation and budget.