Those in need of retirement income planning services, or those interested in lump-sum investing, can use these low-cost tools to create custom financial strategies tailored to their unique needs. With the direct assistance of the Magnum Financial team, those who are nearing retirement can gain the peace of mind necessary to confidently move forward with their investment plans.
To find out more, visit https://www.magnum-financial.com/
The newly released tools include budgeting templates, methods to avoid common mistakes, competitive analysis information, and other planning resources. The resources are available to everyone in the Sonoma County area, regardless of an individual's status as a Magnum Financial client.
Using these resources in concert with the direct financial advisory services available through Magnum, individuals in or near retirement can build dynamic strategies to take full advantage of social security, reduce taxes, account for inflation, and prepare for unexpected expenses. Overall, their team hopes to create long-term stability for their clients through the use of industry-leading, modern strategies.
The firm is offering these resources to Sonoma County residents to account for the location's unique status as the second-oldest county in the Bay Area. With well over 100,000 residents over the age of 60, the number of people entering or about to enter retirement has never been higher there, leading to an increased demand for reliable investment information.
The Magnum Financial team is headed by Steve Bossio, a long-time industry veteran whose qualified assistance has already helped thousands in the Sonoma County area achieve peace of mind as they enter retirement. Notably, his focus is on the development of not only strategies but also the behaviors that result in long-term stability and investment success.
One satisfied client stated, "Working with Steve has been a wonderful experience, even life-saving. I've depended on him for everything from budgets to taxes to investments and he's helped me understand each along the way and how it's all interconnected. As I approach retirement, I'm glad to know he's on my team."
The Magnum Financial team is available at 707-996-9664 to provide initial consultations to new clients throughout Sonoma County. Interested parties can visit the link below to access a wide range of helpful resources and tools that can be used to empower a more prosperous investment future.
Visit https://www.magnum-financial.com/ for more information.
Magnum Financial
sbossio@magnum-financial.com
+1 707 996 9664
192 Sierra Pl
Sonoma
CA
95476
United States
COMTEX_455508834/2831/2024-07-23T17:12:21
