The Magnolia Wealth Experience

Explore the ways we help.

The Magnolia Method

Our three-step process allows us to learn about one another and determine how we can best serve you.

1.

15-Minute Introduction Call

This first step is your chance to get to know us and our chance to get to know you. As with any relationship, it’s crucial to determine if we are right for one another. This is not a high-pressure sales pitch; it’s an opportunity to find out if Magnolia Wealth is the best choice to serve you.

2.

Think It Over

We’ll offer you our analysis of your situation and how we will go about helping you achieve your financial dreams and goals.

3.

Continued Support

The communication won’t end with you becoming a client; that’s just where the relationship begins. We’ll be here to serve you for the long term, ready to answer any questions and make any adjustments as your situation changes.

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Our Services

Financial Planning

Our proactive method looks at your goals and ways to ease your tax burden so you can get the most out of your wealth.

Risk Analysis

We use our award-winning software to dig through your portfolio to identify potential weak spots. We also factor in your age, goals and comfort level to find the right risk level for you.

Retirement Strategies

Your hard-earned savings deserve a well-rounded plan. We consider all income sources, including Social Security, 401(k) savings, pensions and more, to build a strategy that is unique to you.

Tax Efficiency

We stay current on federal and state tax laws and leave no stone unturned when searching for ways to minimize your tax liabilities.

Estate Planning

You deserve to decide where your assets go and what happens in the final stages of your life. We offer services that include power of attorney, trusts, wills, guardianship and more.

Small Business Strategies

We help entrepreneurs find competitive insurance and retirement offerings for their employees to help them attract the best talent.

Insurance

We comb through a variety of offerings to bring you the ideal insurance policies. This includes life, long-term care, auto and home, disability, umbrella coverage, health and Medicare.

Social Security

The best time to start taking Social Security is different for everybody. We help you consider factors like age, pensions, required minimum distributions, capital gains and more to help you decide when the time is right for you.

Investment Management

Our Tax-Smart strategy helps you maximize returns while minimizing risk. We believe in three core investing principles: reduce cost, optimize tax efficiency and select the right asset classes.

Industry-Specific Tax Planning

Net Unrealized Appreciation (NUA) is your secret weapon in tax savings. Do you want the IRS taking 37% of your company stock gains, or does 15% to 20% sound better?

Pensions

Your pension payout is the biggest paycheck of your life. We can help you run the math, so you don’t leave as much as six figures on the table.

Disability Insurance

Standard disability insurance might not pay out if you can perform any job. An own-occupation disability policy pays if your injury prevents you from doing your specific, physically demanding job.

Diversification

Every company’s stock is at risk of losing value. Holding too much stock in your own company leaves you exposed to a major loss.

Savings

If you’re laid off during downtimes, even a severance might not be enough to make ends meet. It’s vital that you have enough put away to cover expenses for leantimes.

Oil & Gas: Unique Plans for a Unique Industry

Income and benefits can be far higher in the oil and gas industry compared to others. Unfortunately, that comes with increased volatility. Price fluctuation and global events play a role in whether you get a big bonus or get laid off. You don’t control the price of a barrel, but you can help control how your family survives when it drops.