SERVICES

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PLANNING

Whether you're receiving a pension, own income producing real estate, are living off an investment portfolio or living off the grid, today's retirement is different. With many of us enjoying 25 or 30 years of retirement our assets have to work harder than ever and we need to be smarter than ever.

Magnum Financial assists clients in the  development of a plan that meets your long term retirement goals with a high probability of success. Accounting for everything from taxes, to social security, to pension, to unexpected expenses and market volatility.

 

Our proprietary, excel based (for your protection) software is cash flow based, not goals based. Affording to build a second home is a lot different from generating the income to support that home into retirement. Our software can project 75 years into the future and account for changes in your cash flow needs each year of retirement. We have full control over projected investment returns, income and options for which assets to spend when in order to maximize results. 

 

Plan today and enjoy success tomorrow.

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INVESTMENTS

Investing is a trade-off between risk and reward. Generally, the more risk one is willing to assume the greater the reward. But today's financial markets are complex and often  investors are unaware of the risks within their portfolios and are seldom compensated for the risks they assume. Magnum Financial offers investment strategies designed to minimize risk, maximize return and compensate investors for the risks they assume.

Regardless of whether we do any formal planning we will discuss various investment strategies and how they may best serve you in meeting your specific investment goals. With more than 20 years of investment experience I can help you simplify your investments while maximizing your potential retirement income.

 

My mantra when it comes to investing is to Keep It Simple. By doing so, I find clients are more likely to stay the course even in difficult markets.

 

The best approach is to own investments that you will be comfortable with during good and bad times. Investments that have a track record and fewer moving parts.

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TAX  PLANNING

Different investments will have varying impact on your growth and income due to tax consequences. Taxes cannot be ignored as they can be a substantial drain on your income. Magnum Financial will review your situation and create a tax efficient investment strategy designed so you can keep as much of your income as possible.

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EDUCATION

I believe understanding how all the pieces fit together can only increase your success before and after retirement. I take the time to explain all the nuances of your financial picture so that you can make better decisions. Success is simply the result of one good decision on top of another good decision.

Sometimes you just need a little guidance. An answer to a few questions can make all the difference. Magnum Financial is available to answer any of your questions. If I believe you'll be better served through a  broader conversation I'll let you know.