I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At MAG Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at MAG Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our team works with you to make the most of your employer-sponsored plans and IRA’s, and helps you determine how much you will need to retire comfortably. We will help you to determine your asset allocation needs, but helping you to understand your risk tolerance and what types of investment vehicles will help you pursue and potentially exceed your goals. Learn more
Our team identifies risks which could tremendously impair your financial situation. We evaluate your life, long-term care and disability coverage to help find a suitable policy for your situation. Learn more
Our team is here to make sure you don’t pay a penny more than the law requires, as well as look for ways to help potentially reduce your current and future tax burdens. We can also refer you to qualified tax professionals to help you. Learn more
Our team designs a plan that evaluates your current financial situation and directs you towards potential financial freedom. We provide regular reviews and modifications, assuring that your Wealth Plan is current and dynamic. Learn more
Our team is here to help review your wills and trusts to help preserve your estate for your intended heirs. We will help with your beneficiary designations and determine ways to potentially reduce exposure to estate taxes and probate costs. Learn more
Personalized Investment Management
MAG Wealth Management’s mission is to simplify your financial life, allowing you to focus on what matters most. We are a wealth management firm based in Paynesville, MN and Willmar, MN serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let MAG Wealth Management help you on your True Wealth journey.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Paynesville, Minnesota, MAG Wealth Management is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. Contact us today and experience the difference.
InfographicSmall Business Owners
199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.Read More
Market CommentaryWeekly Market Commentary – October 14, 2019
Chinese and U.S. negotiators reached a tentative agreement to step back from policies designed to inflict damage on each other’s economies as they seek to negotiate a more permanent trade deal. The Chinese agreed to accelerate purchases of U.S. agricultural products,Read More
Monthly NewsletterPutting Your Health Savings Account to Work
Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.Read More
Blog4 Tips to Take Your 401(k) to the ...
The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.Read More
Weekly Market Commentary
- Weekly Market Commentary – October 7, 2019
The monthly U.S. employment report created some very positive headlines but also indicated slowing business investment is spilling over to the jobs market. The unemployment rate fell to 3.5%, the lowest level in 50 years. As shown on the accompanying chart, payrolls increased by 136,000 jobs last month, roughly in line with expectations.Read more