All online Financial Advisors are not created equal and there are many out there who claim to offer unbiased financial advice. If you are one of the many individuals looking for a personal Financial Advisor that can operate as a Fee-Based Fiduciary, meaning look out for your best interest first, look no further. As an Investment Advisor Representative, Omar Morillo is licensed to conduct fee-based planning. We can offer a wide gamma of services ranging from wealth management, insurance and tax planning. Together we can navigate the complexities of these fields to meet your financial goals.

Services

Tax Advantaged Strategies

Tax Advantaged Strategies

A business owner centric plan can afford tax advantaged strategies as contributions may be 100% tax deductible. That could offer an effective savings of 30-40% for the business owner personally. At Magnate we pride ourselves on creating strategies designed to maximize tax savings.

Protect Your Family

Protect Your Family

In addition to providing critical death benefit protection, life insurance can be used while you’re alive.  A life insurance policy can provide a viable alternative for supplementing your retirement income.  Many permanent life insurance policies offer a cash value component that can be used as needed to help achieve lifetime goals.*

*Accessing cash values may result in surrender fees and charges, may require additional premium payments to maintain coverage, and will reduce the death benefit and policy values.

Non-US Citizens

Non-US Citizens

As you continue to accumulate wealth and investments in the US your estate tax liability will grow. Life insurance has been long recognized as a cost-effective and tax-efficient method of funding estate liquidity for what you currently own and what you will own in the future.

Wealth Management

Wealth Management

Magnate’s goal is to provide you with investment advice that is in harmony with your long term investment strategy. We whole heartedly believe that a one-size fits all approach isn’t practical. That is why we offer custom tailored investment solutions that are designed to allow your portfolio to be more tax and fee efficient.

 As the  founding member of Magnate Financial Advisors I  bring the better part of a decade of insurance and retirement planning experience to my  firm. My primary focus is expanding Magnate’s brand in the financial services industry and fulfilling its value proposition to each and every one of my clients.

 – Omar Morillo

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Check the background of this financial professional on FINRA’s BrokerCheck

 

As Benjamin Franklin famously noted, “In this world nothing can be said to be certain, except death and taxes.”

Although the adage is old, we believe it applies more than ever to today’s tax environment.

What is the savvy business owner to do?

We can help you identify sound solutions.

Schedule an appointment with us now!

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