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Financial Planning
A sound financial plan is the starting point for all things. We patiently guide you through a thorough analysis of your financial life. We do not implement or move to tactical execution until we are in agreement about your goals, tolerance for risk, and expectations for outcomes.
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The starting point for your financial journey begins here…
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Investment Management
We put your plan in motion. We build your custom portfolio and deploy capital. We then monitor your investment activity daily. We provide highly personalized reporting that makes sense to you.
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Your plan comes to life. We monitor and report on progress.
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Business Consulting
We act as your outsourced CFO to provide objective insight and recommendations about your business operations and finances. We find opportunities to create efficiencies that directly impact your bottom line.
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Tighten up your business finances with expert insights.
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Financial Education Classes
An educated client is an asset to themselves and to our relationship. Magister offers one-on-one and small group financial education classes covering basic financial literacy for adults and children. We also customize classes to address specialized financial areas of interest or need.
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Your resource for personalized financial training.