The Magis Group Concierge Services
Wednesday, May 18th, 2011
Since many of our clients’ financial issues go beyond portfolio management, we provide assistance with the whole picture. Here are just a few of the ways we’ve been able to help simplify our clients’ lives:
- Plan for the financial impact of a series of life events such as marriage, divorce, death of a loved one, career transition, buying/selling/exiting a business of home, and retirement.
- Obtain lower mortgage/refinance rates.
- Set up online banking/bill pay services.
- Find best price and financing on new auto purchase.
- Obtain higher yielding money market, checking accounts, CDs.
- Review insurance coverage. Run illustrations/proposals for LTC, Life, Disability, etc. and implement policies.
- Reduce and manage overall debt via budgeting and restructuring.
- Find additional tax deductions often neglected or overlooked.
- Plan for and restructure children’s college education funding.
- Avoid expensive estate plans while avoiding probate, plan for minimizing estate settlement costs.
- Refer clients to trusted professionals when necessary: CPAs, attorneys, business advisors, mortgage lenders, realtors, doctors, dentists, etc.
- Direct access to the Magis Back Office to answer any questions or concerns from a minimum of 9 am – 6 pm EST Monday – Friday. Extended/weekend hours also available.
