At Magellan Planning Group, we strongly believe in an advisor/client relationship that is not only mutually beneficial, but also mutually enjoyable. That is why, during your initial interview, we will review the four building blocks of our business philosophy to determine if we would be a good fit for each other:

Chemistry
Will we enjoy working together?
Will we make a good long-term team?
Goals
Are your goals realistic?
Are your goals achievable?
Value
Can we bring value to your plan?
Will you value and heed our advice?
Worth
Are your account sizes sufficient?
Does it make economic sense?