WEALTH MANAGEMENT

At Magnuson, McHugh and Company we want your wealth management plan to be a perfect 10. Using our Method 10® comprehensive financial solutions, we can build a wealth management plan that is specially tailored just for you.

We believe exceptional planning means accounting for every possible aspect of your financial future. This helps us craft a wealth management plan that fits you perfectly.

These 10 key wealthcare issues are crucial to address for a comprehensive financial solution.

1

investment planning

How can you make the money you have work for you?
Integrated asset allocation and portfolio design / customized asset management programs / diversification strategies / alternative investments

2

tax Planning

Paying taxes is a certainty, but we can help ensure it won’t obliterate your finances.
Income tax and estate tax planning / tax-optimized investing / charitable planning / trust services

3

Asset Protection

Safeguarding your hard-earned money from common pitfall.
Long-term care insurance / disability protection / income replacement / creditor protection

4

retirement Planning

Making sure you’re set when the time comes.
IRA rollover and distribution planning / income projection analysis / fixed-income strategies / qualified plan design and compliance

5

Business Planning

Keeping an eye on the future of your business.
Business success / buy-sell agreements / non-qualified retirement plans / key employee retention

6

Estate Planning

What happens to your wealth after you’re gone?
Wealth transfer and tax reduction / charitable gifting / trust services

7

Insurance Planning

Protecting your finances from the unexpected, like death or disability.
Life insurance analysis and design / long-term care insurance / disability protection

8

Education Planning

Preparing for the rising cost of college for your loved ones.
Coverdell Education Savings Accounts / 529 college savings plans / UGMA/UTMA accounts / Trust services

9

Special Situations

Asking those difficult “what if” questions.
Divorce / incapacitation and control of assets

10

Debt Management

Maintaining an efficient credit oversight.
Creditor protection / efficient credit management

Our team of first-class professionals will work closely with you to create your wealth management plan. These are your dreams and we’re here to help you achieve them.

Financial planning, or wealth management, is often considered a daunting, complex process and here at Magnuson, McHugh and Company we’ve changed that. There may be many options for Coeur d’Alene, North Idaho and Inland Northwest wealth management firms, but we’re the only ones that have covered all the bases. Here’s how the process works …

WE MEET

We want to make sure that our services are in line with your goals. Are we a good fit? If yes, then we proceed to step two.

DEVELOP your vision

We dive into all those goals, hopes and dreams you have for the future. We also address your worries and “what if” questions. We ask fundamental questions that give us a better understanding of your time horizon and tolerance for risk.

CREATE Your Plan

Based on your input from step two, we create an individualized wealth management plan that address each one of your goals, and we offer tax-efficient strategies to help you succeed.

EXECUTE your plan

Once you’ve approved all the aspects of your wealth management plan, we walk you through the paperwork of implementing it. Then, to ensure you feel comfortable and confident, we can take you through step by step.

MONITOR Frequently

It may seem obvious, but ignoring a financial plan once it’s set up means you miss out on key opportunities to adjust your plan along the way. Our goal is to engage you frequent monitoring of your wealth management plan, helping you have every possible financial advantage.

LEAVE LAST BOX

It’s really that simple. So whether you want to leave a legacy, achieve financial freedom, retire when you want to, send your kids to college or ensure that your needs are never a burden to others … our Method 10^® solution can help.

With Magnuson, McHugh and Company you’ll know that you’re in good hands. We provide easy access to industry experts, and you’ll have confidence in your wealth management team. Don’t just imagine all the possibilities, make them a reality by contacting Coeur d’Alene’s trusted wealth management professionals.

If you’re ready to work with Coeur d’Alene and North Idaho’s premier wealth management and financial planning firm, click below to contact one of experience team members directly or call us at 208.765.9500.