Family Advisory Services

Family Advisory Services

Every family can benefit from ongoing, objective financial guidance tailored to their stage of life, from young career-building families to those putting the finishing touches on a comfortable retirement. At Magone & Company, we feel strongly that an open, ongoing dialogue is the key to wealth-building — and an opportunity that should be accessible to all.

Magone & Company’s Family Advisory Services are structured to offer the 360º advice and support your family needs, when you need it.

Services in your custom-tailored program could include:

  • Budgeting
  • Bill payment
  • Setting financial goals
  • Paying household employees (nanny, etc.)
  • Tax preparation
  • Family financial education
  • Estate planning/wills
  • Life insurance
  • Investment strategy & asset allocation
  • College planning
  • Retirement planning
  • Wealth preservation
  • Charitable giving strategies

Imagine gaining the tools and knowledge to build lifelong financial stability and success for your family. It all starts with a conversation with an experienced, empathetic accounting, tax and financial professional.

Are our Family Advisory Services right for your family? Contact us for a complimentary assessment call: (973) 301-2300.