Our Firm

MAGNA Financial Planning, LLC is a Comprehensive Financial Planning and Registered Investment Advisory firm.  We are registered with the Pennsylvania Securities Commission and are bound by ethics and law to always do what is in the best interests of our clients.  We are unbiased and independent and that is what makes us different.  We recognize the unique needs of each client and we take the time to listen and fully understand the issues that are most important to you. 

 Perhaps most importantly, we have no financial interest in any of the securities we recommend or the advice we render.  We are not employees of a bank, insurance company, brokerage firm or mutual fund company.  We only work for our clients.  We do not sell products to earn commissions, we are paid an annual retainer fee by our clients to give our unbiased advice in all areas of personal finance.