Three Magnolias. Be Comfortable.
Three Magnolias is a dynamic team of financial advisors based in Winston-Salem, NC, that has one primary focus: helping you Be Comfortable in planning for your financial future.
We invest our time in getting to know you, your goals, and your dreams for the future. This helps us develop
the strategies and plans that are focused solely on the outcomes you hope to achieve for Retirement, Financial
Planning and Investing. We do this by:
• Identifying and understanding your financial goals, objectives, resources, and risk tolerance.
• Developing strategies that work best for you today and in the future.
• Communicating with you frequently and openly to ensure that the decisions made on your behalf are consistent with your goals, objectives, and changing circumstances.
Three Magnolias' Roots
• Workforce Retirement Plans that make sense to your business objectives and employees.
• Financial Planning that focuses solely on helping you achieve your goals.
• investment Strategies that work help you save what you need to, allocate your resources that make the most sense, and we work to time your investments based on risk and other contributing factors.
