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.