401k Optimizer
- How should I allocate my 401(k) investment option?
- What percentage should I put into the various investments?
- Am I taking too much or too little risk?
- When is there a need to change my allocation?
The 401k Optimizer creates personalized, balanced portfolios for the 401k plans of select companies. To see if your company's plan is available, click here.
Registered Investment Advisor
As a Registered Investment Advisor Representative with Raymond James Financial Services, Inc., our team artfully combines the intricate world of mathematics and strategic long range planning with a warm, friendly and caring, personal relationship. When helping you decide on a financial strategy, we look at YOU as a unique person with unique goals. Our ultimate purpose is fulfilled in saving you time, expense and, most of all, worrisome uncertainty.
Located in Atlanta, Georgia and serving the retired community and their families, our team believes your financial advisor should work closely not just with you, but also with your estate planning attorney and your accountant to make sure you are getting the most comprehensive planning available.
Whether you have just retired and need to make the critical decision of what to do with your 401k or have been retired for several years and want to make sure you don’t outlive your retirement funds, we can help you achieve your desired objective.
Holding some of the most exclusive designations, including Certified Financial Planner (CFP™), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), our financial advisors specialize in:
- Retirement income planning
- Financial planning
- 401k rollovers
- 401k implementation & management
- IRAs, Roth IRAs
- Fee based asset management
- Life Insurance
- Long Term Care Insurance
Magellan Wealth Management and the J. Kevin Meaders branch of RJFS are part of the tri-disciplinary practice of Magellan Planning Group. By understanding your personal situation and desires, we can help assist you in creating the proper plan with all of your legal documents and tax issues resolved and with the correct balance of risk and reward for your financial situation.
Securities Offered Through:
