Magnolia Wealth Strategies: The Face of Caring Financial Planning
A personal touch – that’s the strength of Magnolia Wealth Strategies. It’s that special personal financial service touch that allows us to give our clients the sound personal advice they deserve, with continuous customer care, as we guide them toward their financial goals. We stay in touch while our clients maintain total control of their money. Kathleen focuses on creating holistic financial plans that reflect our clients’ desires and best interests. Luke focuses on helping millennials protect themselves from life’s events while assisting them with long term strategies that can help to provide a lifetime income stream.
Let us at Magnolia Wealth Strategies help you achieve and live the lifestyle you desire.
Magnolia Wealth Strategies
1101 McMurtrie Dr., Suite B3 | Huntsville, AL 35806
Kathleen Sanford-256-604-8191 | Luke Bound 256-654-0805
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.
Member SIPC. www.sipc.org 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. (504) 613-2000. CRN202103-244836