Retirement is a numbers game, and what matters today is not at what age someone plans to retire, but at what income. In this time of uncertainty, the right asset and wealth management advisor can make a big difference between holding your breath, hoping everything will be all right, and knowing the financial future is secure.
The skilled professionals at Magellan Financial know how to navigate to a comfortable and stress-free retirement. The investment planning process focuses on a client's investment goals: What is the future they envision? Using thorough, thoughtful, risk-based strategies designed to support a client's objectives, a clear picture of the path to financial freedom emerges. It's a highly individualized and conservative approach, without compromise to one's current or future lifestyle, and without taking unnecessary investment risk.
With more than 100 years of combined experience, a collaborative environment and focus on defining and achieving their clients' objectives, the Magellan team works every day to provide a different approach to wealth management.
1605 N. Cedar Crest Blvd. Suite 111, Allentown | 610.437.5650 | magellanlv.com
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Magellan Financial Inc. of Heirloom Wealth Advisors is a separate entity from WFAFN.
Published as part of Faces of the Valley in the May 2023 edition of Lehigh Valley Style magazine.
