Financial Navigation

What is Financial Navigation?

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Our holistic approach to Financial Navigation includes:

  • Establishing new financial accounts for specific objectives
  • Preparing a thorough financial plan for every stage of life
  • Frequent checkups to ensure [you] [stay on course]

Why Magnifina?

(Analyze your Possibilities)

Analyze your possibilities – look at different scenarios – Possibilities in the future – crisis – crystal ball ?

Great Technology

Our technology provides simplified data entry, robust financial modeling, and comprehensive reporting.

Solo or Coached

Our clients are free to use our financial planning tools on their own. We’re always available for a professional consultation.

Navigate your Financial Future

Retire in Comfort

Retirement planning is more than simply managing an investment account. A robust plan should analyze pensions, life insurance, annuities, social security, real estate, and saving.

We can help plan for specific goals such as:

  • Purchasing a yacht, vacation home, or other lifestyle asset
  • Funding a trip around the world or other unique experience
  • Investing in a farm, restaurant, or other passion business
  • Leaving a philanthropic legacy

Save up for Life’s Milestones

Spending today or saving for the future can be a difficult decision. We can help analyze different saving strategies. Common milestones include:

  • A memorable wedding
  • First home down payment
  • College tuition for children

Borrow Wisely [Smart Debt Strategies]

[Lorim ipsum debt]

Eliminating debt is also a common financial priority. We can help analyze the benefits and drawbacks of the following strategies:

  • Avalanche: Repay debts with higher interest rates first
  • Snowball: Repay debts with lower balances first
  • Leverage: Pay only the minimum amount on low-interest debt as long as you expect to invest at a higher yield

Our Technology

[Online] Dashboard

[View your Financial Plan online or in a mobile app]

Automatic Import

Save time by linking your financial accounts. Our software will automatically import what it needs. No more data entry.

[Stress Test]

Lorim Ipsum Mobile Apps

Magnifina, LLC is a Registered Investment Adviser. SEC# 801-117932. This website and information are provided for guidance and information purposes only. No historical or future performance claims are made. This website and information are not intended to provide investment, tax, or legal advice. Please consult a qualified professional before making decisions about your financial situation.