Financial Planning

Why Magnifina?

(Analyze your Possibilities)

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

Great Technology

Great technology – something tech – gears – FinTech

Coached Approach

Self service – coached approach – any client – we will hold their hand – sandbox, playground – hand shake, helping someone up

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.

Saving 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

[Smart Debt Strategies]

Getting out of debt is often a top 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

Lorim Ipsum Online Dashboard

Automatic Import

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

Mobile App

Lorim Ipsum Mobile Apps