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Our Services

Goals

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At the Magis Group, your goals are our priority. We’ve created a system that allows clients to establish goals and efficiently achieve them.

Once your goals have been established, we create a plan and begin working.

Our process has been proven to work time and time again, and our clients are pleased with their results.

Finances

A Financial Advisor Needs to See the Whole Picture

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eMoney
As the world evolves, the financial challenges facing our clients evolve too.  As part of our mission to be a financial advisor that helps our clients reach all of their life’s goals, we need to see more, know more and do more.

eMoney provides visibility into all of our client’s assets.  So we see it all, including assets we don’t manage.  The Magis Group is able to gain a holistic view of clients’ complete financial situation. When we know more about lifestyles and more about your goals, we can serve as a full-service financial advisor.

Once we know more, eMoney helps us do more; like getting clients financially organized, identifying more opportunities to serve their needs, and providing unique online collaboration and monitoring tools.

Charles Schwab Institutional

When the expertise of the Magis Group is combined with custody at Schwab Institutional, we share a common objective: to protect and grow your assets.

Because we focus on service, not sales, the trades we place on your behalf are handled by an institutional trading team whose priorities are to represent your best interests and deliver quality execution.

  • Equities:  Schwab Institutional equity specialists have access to all major national and regional exchanges.
  • Fixed Income:  If government, corporate or municipal bonds are suggested for a portfolio, we work with a Schwab fixed income specialist to locate the most favorable combination of rates and maturities.
  • Mutual Funds:  Schwab’s Mutual Fund Marketplace offers access to over 6,000 funds from over 400 well-known fund families.   We have access to Institutional Class Share funds with lower operating expenses than retail equivalents.

Plans

Combining Personal & Financial Planning Services to Meet All of Your Life’s Goals

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Once your goals are established and your complete financial profile is updated in our eMoney program, we begin working your personal and financial planning, tailoring a plan that is designed to achieve all of your goals.

We take an objective look at your situation and create solutions, make recommendations, and provide advice. This isn’t typical financial planning – we work side by side with you every step of the way.

You will meet with us throughout the year to assure you are on the right track. This involves a complete review of your financial planning, a complete assessment of your assets, and an update on your situation (financial and non-financial).

Results

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Our processes and materials provide rapid results and positive measurable outcomes. They are tailored to meet the needs of each individual client.

Our proven processes and world-class facilitation team enable us to provide our clients with powerful solutions for successful growth.

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 or home, and retirement.
  • Obtain lower mortgage/refinance rates.
  • 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,  etc.

Tax Services

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Our mission is to enhance our clients overall financial situation. To effectively achieve our mission, we have expanded our advisory services to include tax preparation and advice!

We have a strong tax background, via Jai Ramsawak’s Enrolled Agent Designation and Michael Lopes’ IRS Registered Tax Return Preparer certification. As a result, we are able to maximize the tax benefits our clients receive. With the help of our tax preparation software, we have created a hassle free, tax filing process.

For further information regarding the IRS Enrolled Agent Designation, please follow the link below.

http://www.irs.gov/Tax-Professionals/Enrolled-Agents/Enrolled-Agent-Information

Estate & Long-Term Care Planning

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The Magis Group is committed to ensuring your Financial Independence at all stages of life. That’s why we work with our clients to make sure that a plan is in place to keep you living The Good Life for your entire life.

From your long-term care to your financial assets, The Magis Group will craft a plan to ensure that you and your family will be set for the road ahead.

The Road to Financial Independence Starts Here

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