Primary Service Areas: Palatine Barrington Deer Park
Seventeen years ago, Mike Magnuson began providing people a premier financial planning and investment experience. Because he sat on your side of the table for years, not only did he know the service was valuable, he knew that he could provide a more comprehensive, higher level service than what he saw was often being offered. (Ask him about his experiences.)
Mike has designed financial plans to help people get the financial results they need. He helps people focus on what is truly important to them, achieve clarity by thinking issues through, and implement cohesive, personalized solutions.
Time-tested strategies as well as the latest tools, techniques, and judgment are used where appropriate to help you towards achieving investment returns that are higher than what you would likely achieve on your own, to achieve reductions in your income and estate tax liabilities, to help you understand what it will take to get from your Here to your There, and what it will take for you to retire comfortably ... and remain comfortably retired.
He strives to make the complex look simple, even when simple is not easy.
Broad business experience, continuous learning, extensive study on investment behavior and decision making, and always doing what is appropriate for you is what sets him apart.
Mike is a CPA* with more than 25 years experience in individual, corporate and partnership taxation. He holds a M.S. in Taxation from DePaul University and a CERTIFIED FINANCIAL PLANNER™ certification. He is a graduate of the College of Financial Planning, has excelled in graduate level Investment classes, and has served as an Instructor at DePaul University in the CFP® program. Prior to establishing Magnuson Wealth Management, he worked for 16 years as Tax Director for GE Capital.
Mike is married with 3 grown children. He serves as a Trustee on The Palatine Firefighters Pension Board and is the past-President of the Palatine Mens's Civic Club. He is a member of St. Theresa Parish in Palatine, IL, has coached boys travel soccer, served as Treasurer of the Palatine Celtic Soccer Club, coached girls basketball at St. Theresa School, and served as Vice President of the Fremd High School Booster Board.
Mike is a fan of Da Bears (season ticket holder for 41 seasons), Cubs and Blackhawks. He loves college basketball (EIU, Notre Dame, Marquette, DePaul, Iowa State) and is an avid warm weather fisherman.
When he's not working – here’s what he likes to do:
Magnuson Wealth Management is not an affiliate of Lincoln Financial Advisors Corp.
*Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.