Magellan 4310 East Cotton Center Boulevard, Phoenix, AZ 85040

Magellan, a finance institution located at 4310 East Cotton Center Boulevard in Phoenix, Arizona, is dedicated to providing experienced financial advisors to guide you through your financial future. Specializing in wealth management and financial planning for retirement, Magellan believes in taking a comprehensive approach to help you reach your financial goals. Their team will analyze all of your assets, create a personalized strategy, and provide a written plan that considers all areas of your financial future.

Magellan offers seminars on various financial topics such as retirement planning, 401k management, investments, and tax planning. They believe in the importance of continued education and empowering their clients to make informed financial decisions. Their team of advisors are fiduciaries, meaning they are unbiased, transparent, and always act in your best interest.

For those nearing retirement age, Magellan offers advice on IRA conversions, rollovers, and transfers. They understand the complexities of these financial decisions and provide personalized guidance to help you maximize your retirement savings. By working with a financial advisor, you can explore the benefits of a Roth IRA conversion and determine if it's the right choice for your financial situation.

As you reach the age of 59-and-a-half, new investment options become available to you. Magellan can help you navigate these options and make informed decisions about your retirement investments. With their expertise and personalized approach, Magellan is committed to helping you achieve your financial goals and secure a successful retirement.