You’ve heard the stories, and retirement really was simpler. Many companies provided a secure retirement for long-time employees, and Social Security would help take care of the rest. Nowadays, fewer jobs offer robust pensions as part of their benefits, and workers are more responsible for managing their own retirements. This process can be both daunting, and draining. We want to help.
Our holistic approach to financial planning includes:
Our service involves a thorough analysis of many possibilities. We compare your current trajectory with potential course adjustments.
Our technology provides simplified data entry, robust financial modeling, and extensive reporting.
Our clients are free to use our financial planning tools on their own. We’re always available for a professional consultation.
Save up for Life’s Milestones
Spending today or saving for the future can be a difficult decision. We can help analyze different saving strategies. Common milestones include:
Borrow on your Terms
Buying real estate or a business almost always requires debt. We can help analyze different borrowing strategies such as:
Eliminating old debt is also a common financial priority. We can help analyze the benefits and drawbacks of the following strategies:
Retire in Comfort
Retirement planning is more than simply managing an investment account. A robust plan should analyze pensions, life insurance, annuities, social security, real estate, and saving.
We can help plan for specific goals such as:
Download one of the simplest retirement planners ever written! This tool helps you understand how much to save and invest each year to achieve your retirement goals.
Investment advice offered through Magnifina, LLC, a Registered Investment Adviser. SEC# 801-117932. This website and information are provided for guidance and information purposes only and are not intended to provide investment, tax, or legal advice. No historical or future performance claims are made. Please consult a qualified professional before making decisions about your financial situation or otherwise using any specific information contained herein.
Any linked materials are provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are viewing.
Any service described as “free” or “complimentary” means there is no monetary or financial cost to you. However, these offers may require you to be in contact with us, provide certain information, or participate in meetings or consultations. We reserve the right to deny, discontinue, or limit access to any offer at our sole discretion.
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25 Broadway, 10th Floor
New York, NY 10004
Phone: (800) 732-0818
