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Who We Serve
At Magnolia Wealth, we work with individuals and families who value a personal, holistic approach to managing their wealth. Our clients aren’t looking for a cookie-cutter plan. Instead, they want a trusted partner who takes the time to understand their life, values, and dreams.
Many of our clients are at a crossroads, preparing to retire or adjusting to life in retirement, and want guidance that goes beyond investment returns. They are people who appreciate open, honest conversations and feel most at ease when working with someone who truly listens and cares, not just about their finances, but about all aspects of their overall well-being.
Your Financial Care Journey
Your financial care journey is never one-size-fits-all. It’s personal, flexible, and centered on helping you feel confident about your finances - today and for years to come.
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Step 1
Getting to Know You
At Magnolia Wealth, every relationship begins with truly getting to know you. We believe your financial strategy should reflect your life — not the other way around — so we begin by understanding what matters most to you: your experiences, your priorities, and your vision for the future. This first conversation sets the tone for a relationship built on trust, integrity, and genuine connection.
Step 2
Understanding Your Finances
Together, we review your full financial picture, including your current income, expenses, retirement accounts, investments, and other assets. This helps us see exactly where you are today, so we know how to best get you where you want to go.
Step 3
Build Your Plan
Based on what we’ve learned, we create a financial plan that aligns with your values, priorities, and lifestyle – whether that means protecting what you’ve built, growing your wealth, planning for retirement, or leaving a legacy.
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Maintaining an Ongoing Relationship
Your journey doesn’t stop once the plan is in place. Some clients meet with us monthly, others annually – it’s all about what works for you. We stay in touch on your preferred schedule, adapt strategies as your life evolves, and often collaborate with your tax professionals or attorneys to provide truly holistic care.
Wealth Management
We create personalized strategies to help you manage your wealth. From aligning investments with your goals to adapting your plan as life evolves.
Retirement Planning
Whether you’re approaching retirement or already there, we help you understand what’s important to create a strategy supports the longevity of your savings.
Estate & Legacy Planning
We work alongside your attorney to structure your estate plan in a way that supports your wishes - whether that’s protecting loved ones, giving to causes you care about, or creating a lasting legacy.
Tax-Efficient Strategies
While we are not tax advisors, we integrate tax considerations into every recommendation. By keeping taxes in mind, we help you make decisions that can preserve more of your hard-earned money for the future.
about LPL FINANCIAL
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve*, supporting nearly 220,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our committment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know they clients best. Simply put, we take care of our advisors, so they can take care of their clients. *No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning Magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States. (35-LPL)