Like ocean crossings, they’re meticulously plotted one step at a time. At Magellan Financial Planners, we'll help you find strategies designed to provide income, reduce your tax bill, and create a calm, confident retirement — without spreadsheets or market stress. 

No jargon. No pressure. Just a steady navigator who helps you stay off the rocks so you can enjoy the view. 

Ready to trim risk, not ambition?

Anchor a portion of your assets in guaranteed* lifetime income.

Coordinate Social Security and income for tax efficiency.

Reserve funds for rising health care costs.

Create a retirement strategy you understand — and feel confident in. 

Plot Coordinates

We identify your goals, timeline, and the perspective you want from the helm.

Check Weather

Cash flow currents, tax tides, and risk squalls.

Set Course

We help build strategies designed for guaranteed* income first and growth second.

Trim Sails

Annual reviews keep your strategy on track even when seas get rough.

Engineer consistent paychecks so essential bills get paid, rain or shine. 

Align retirement benefits and cash-flows to help every credit pull its weight. 

Sequence IRA, Roth, and taxable dollars to lighten the lifetime tax load.

Use fixed and fixed-indexed annuities to help anchor principal and stabilize cash-flow. 

Carve out funds for Medicare gaps and long‑term care contingencies.

Uncover potential hidden fees in existing accounts and chart familiar harbors. 

Need support navigating any of these challenges?

Bring the grandkids, 

not the spreadsheets.

Whether you’re deciding when to claim Social Security, debating Roth conversions, or wondering if your assets can fund another cruise, we help you turn complexity into calm so you can spend more mornings watching sunrises, not market tickers.