Magnuson Wealth Management is affiliated with Lincoln Financial Advisors (LFA). Lincoln Financial Advisors is a preeminent fee-based financial planning firm experienced in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based financial planning for retirement, estate and business succession, as well as related investment and insurance strategies utilizing tax reduction strategies.
We are part of the Lincoln Financial Group (LFG) and we are dedicated to helping clients build, preserve, protect an transfer their wealth. Our affiliation with LFA and LFG provides depth, stability and significant large company resources to our clients.
Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.
We believe in service and we believe long-term relationships are more important than short-term gains. We will never sacrifice the former for the latter.
Conviction in what we do; the courage to influence our clients to set goals and take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of our service philosophy. And these are the commitments we make to each of our clients.
If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.