Combining goals-based guidance with investment, Wells Fargo Advisors’ Envision Process is an effective, easy-to-understand process for helping you achieve your most important goals.
At Magellan Financial, our objective is always to allow you to live the one life you have to live in the best way possible, without undue compromise to your current or future lifestyle, and without taking unnecessary investment risk.
With the Envision® process, our team is ready to bring new clarity to your life goals and enhance your confidence in achieving them.
Unlike financial planning, the Envision® process does not include a detailed analysis of insurance, real estate investment or savings strategies. It also does not cover estate and tax planning.
Watch our special presentation about our Envision® process to learn how we can work together towards making your dreams a reality.
Interested in our Investment Planning Services? Contact our team of Financial Advisors today!
The Envision® process allows you and Magellan Financial to continually monitor and test your financial progress throughout your life.