Magnuson Wealth Management

Financial Planning for:

Retirees

Executives

Families

Business Owners

This Is Your Only Life. Plan To Do It Well.

Using your goals and dreams as a guide, we'll help you build, manage, preserve and protect your wealth. We'll help you get all the way home. We serve clients in Chicago's Northwest Suburbs, in particular, Palatine, Barrington and Deer Park.

What do you want to accomplish?

Gain confidence that your goals or dreams can be accomplished?
Want objective, impartial advice?
Want practical answers for complex issues?

What do you want to accomplish?

We Help You Prosper

Discover, Get Clarity Around and Prioritize Your Goals
Reconsider How You Think About "Retirement"
Implement A Personal Investment Strategy And Avoid The Big Mistakes

We Help You Prosper

Why Hire Us?

I've learned the best way to answer this question is for us to talk. I’ll ask you a lot of questions and you can ask me just about any question you like. By doing this, I’ll be able to find out what your concerns and issues are and how I might be able to help you.

Why Hire Us?

Our Beliefs

Long-term Relationships
Clarity of Thought Coupled With A Straightforward Action Plan
Realistic Solutions to Problems

Our Beliefs

Key Areas of Financial Planning

Discovering What’s Important

Decisions about money are easy when you know your values. If you don’t have a dream, how are you going to have a dream come true?

Estate Planning

Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death.

Retirement Planning

Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement.

Tax Reduction Strategies

Tax laws are now and forever in a state of flux. We’ll make sure your planning takes advantage of viable strategies and that you’re informed about possible tax law changes that can affect you. And we’ll coordinate with your CPA to make sure their tax strategies are reflected in your financial planning.

Business Owner Planning

Tell us your situation and what you'd like to accomplish. We'll help you develop clear and understandable solutions. Feel free to contact us regarding any of your concerns. We can assist with your business, investment and insurance needs.

Quotables

“On what principle is it, that when we see nothing but improvement behind us, we are to expect nothing but deterioration before us?” - Thomas Babington Macaulay

"No matter what any one may say about making the rich and the corporations pay the taxes, in the end they come out of the people who toil. It is your fellow workers who are ordered to work for the Government every time an appropriation bill is passed."

Calvin Coolidge

30th President of The United States

Give me six hours to chop down a tree and I will spend the first four sharpening the axe.

Abraham Lincoln

16th President of the United States

Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.

Thomas Jefferson

3rd President of the United States

The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.

Woodrow Wilson

28th President of the United States

There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.

John F. Kennedy

What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.

Ralph Waldo Emerson

Author